PBSIX Mutual Fund

PBSIX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-13.27%
3 Months
-2.89%
6 Months
+9.21%
YTD
+18.28%
1 Year
+29.50%
3 Years (annualized)
+12.13%
5 Years (annualized)
-0.62%

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
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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)
+18.28%
Peer Avg (YTD)
+15.31%
vs Peers
+2.97%

PBSIX Mutual Fund Performance

PBSIX performance across multiple time periods: 1-month -13.27%, YTD 18.28%, 1-year 29.50%, 3-year 12.13%, 5-year -0.62%.

PBSIX returns outperform the peer average of 15.31% 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.