PBQAX Mutual Fund

PBQAX Mutual Fund

NAV$28.14
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Returns Overview

1 Month
-2.44%
3 Months
+4.11%
6 Months
+9.43%
YTD
+11.11%
1 Year
+21.52%
3 Years (annualized)
+17.29%
5 Years (annualized)
+8.54%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBQAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.11%
Peer Avg (YTD)
+6.23%
vs Peers
+4.87%

PBQAX Mutual Fund Performance

PBQAX performance across multiple time periods: 1-month -2.44%, YTD 11.11%, 1-year 21.52%, 3-year 17.29%, 5-year 8.54%, 10-year 12.72%.

PBQAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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