PBPPX Mutual Fund

PBPPX Mutual Fund

NAV$7.58
See how much of PBPPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.79%
3 Months
-1.05%
6 Months
-0.13%
YTD
+0.40%
1 Year
+2.23%
3 Years (annualized)
+3.11%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBPPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+0.12%
vs Peers
+0.28%

PBPPX Mutual Fund Performance

PBPPX performance across multiple time periods: 1-month -0.79%, YTD 0.40%, 1-year 2.23%, 3-year 3.11%, 5-year -0.14%, 10-year 1.89%.

PBPPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

PBPPX vs another fund shows side-by-side returns. PBPPX alternatives are available in the Mutual Fund Screener.