PBSMX Mutual Fund

PBSMX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
+0.76%
3 Months
-0.28%
6 Months
-0.14%
YTD
+0.39%
1 Year
+1.12%
3 Years (annualized)
+5.98%
5 Years (annualized)
+4.48%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSMX 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
Bloomberg Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+1.93%
vs Peers
-1.54%

PBSMX Mutual Fund Performance

PBSMX performance across multiple time periods: 1-month 0.76%, YTD 0.39%, 1-year 1.12%, 3-year 5.98%, 5-year 4.48%, 10-year 3.43%.

PBSMX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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