PBSIX Mutual Fund

PBSIX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-7.59%
3 Months
-8.38%
6 Months
-11.03%
YTD
+6.21%
1 Year
+0.22%
3 Years (annualized)
+14.93%
5 Years (annualized)
-3.56%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+12.21%
vs Peers
-6.00%

PBSIX Mutual Fund Performance

PBSIX performance across multiple time periods: 1-month -7.59%, YTD 6.21%, 1-year 0.22%, 3-year 14.93%, 5-year -3.56%.

PBSIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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