PBSIX Mutual Fund

NAV$20.49

Returns Overview

1 Month
+5.45%
3 Months
+32.58%
6 Months
+36.38%
YTD
+33.67%
1 Year
+60.44%
3 Years (annualized)
+18.80%
5 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSIX 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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+33.67%
Peer Avg (YTD)
+18.52%
vs Peers
+15.14%

PBSIX Mutual Fund Performance

PBSIX performance across multiple time periods: 1-month 5.45%, YTD 33.67%, 1-year 60.44%, 3-year 18.80%, 5-year 2.69%.

PBSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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