PBSYX Mutual Fund

PBSYX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
+5.52%
3 Months
+32.66%
6 Months
+36.53%
YTD
+33.74%
1 Year
+60.60%
3 Years (annualized)
+18.95%
5 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSYX 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)
+33.74%
Peer Avg (YTD)
+18.52%
vs Peers
+15.22%

PBSYX Mutual Fund Performance

PBSYX performance across multiple time periods: 1-month 5.52%, YTD 33.74%, 1-year 60.60%, 3-year 18.95%, 5-year 1.92%.

PBSYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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