PBQAX Mutual Fund

PBQAX Mutual Fund

NAV$27.50
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Returns Overview

1 Month
-0.90%
3 Months
-0.11%
6 Months
+4.00%
YTD
+10.99%
1 Year
+12.67%
3 Years (annualized)
+21.55%
5 Years (annualized)
+7.78%
10 Years (annualized)
+13.16%

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)
+10.99%
Peer Avg (YTD)
+5.23%
vs Peers
+5.75%

PBQAX Mutual Fund Performance

PBQAX performance across multiple time periods: 1-month -0.90%, YTD 10.99%, 1-year 12.67%, 3-year 21.55%, 5-year 7.78%, 10-year 13.16%.

PBQAX returns outperform the peer average of 5.23% 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.