PBSRX Mutual Fund

PBSRX Mutual Fund

NAV$17.73
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Returns Overview

1 Month
-7.64%
3 Months
-8.49%
6 Months
-11.19%
YTD
+5.90%
1 Year
-0.11%
3 Years (annualized)
+14.61%
5 Years (annualized)
-3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSRX 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)
+5.90%
Peer Avg (YTD)
+12.21%
vs Peers
-6.31%

PBSRX Mutual Fund Performance

PBSRX performance across multiple time periods: 1-month -7.64%, YTD 5.90%, 1-year -0.11%, 3-year 14.61%, 5-year -3.82%.

PBSRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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