PBSRX Mutual Fund

NAV$20.11

Returns Overview

1 Month
+5.46%
3 Months
+32.53%
6 Months
+36.23%
YTD
+33.47%
1 Year
+60.07%
3 Years (annualized)
+18.50%
5 Years (annualized)
+2.93%

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
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

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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)
+33.47%
Peer Avg (YTD)
+18.52%
vs Peers
+14.95%

PBSRX Mutual Fund Performance

PBSRX performance across multiple time periods: 1-month 5.46%, YTD 33.47%, 1-year 60.07%, 3-year 18.50%, 5-year 2.93%.

PBSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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