PBRAX Mutual Fund

NAV$12.79

Returns Overview

1 Month
-0.05%
3 Months
+6.47%
6 Months
+5.76%
YTD
+5.59%
1 Year
+12.33%
3 Years (annualized)
+9.37%
5 Years (annualized)
+3.63%
10 Years (annualized)
+6.13%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+7.64%
vs Peers
-2.05%

PBRAX Mutual Fund Performance

PBRAX performance across multiple time periods: 1-month -0.05%, YTD 5.59%, 1-year 12.33%, 3-year 9.37%, 5-year 3.63%, 10-year 6.13%.

PBRAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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