PBSRX Mutual Fund

PBSRX Mutual Fund

NAV$19.75
See how much of PBSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-13.30%
3 Months
-2.95%
6 Months
+9.10%
YTD
+18.12%
1 Year
+29.10%
3 Years (annualized)
+11.83%
5 Years (annualized)
-0.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.12%
Peer Avg (YTD)
+15.31%
vs Peers
+2.81%

PBSRX Mutual Fund Performance

PBSRX performance across multiple time periods: 1-month -13.30%, YTD 18.12%, 1-year 29.10%, 3-year 11.83%, 5-year -0.39%.

PBSRX returns outperform the peer average of 15.31% 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.