PBRAX Mutual Fund

PBRAX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+1.06%
3 Months
-0.37%
6 Months
+0.50%
YTD
+4.04%
1 Year
+4.59%
3 Years (annualized)
+11.35%
5 Years (annualized)
+2.98%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBRAX 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
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📉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 Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+6.70%
vs Peers
-2.66%

PBRAX Mutual Fund Performance

PBRAX performance across multiple time periods: 1-month 1.06%, YTD 4.04%, 1-year 4.59%, 3-year 11.35%, 5-year 2.98%, 10-year 5.76%.

PBRAX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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