PBSYX Mutual Fund

PBSYX Mutual Fund

NAV$19.29
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Returns Overview

1 Month
-13.29%
3 Months
-2.88%
6 Months
+9.28%
YTD
+18.38%
1 Year
+29.56%
3 Years (annualized)
+12.22%
5 Years (annualized)
-0.70%

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
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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)
+18.38%
Peer Avg (YTD)
+15.31%
vs Peers
+3.07%

PBSYX Mutual Fund Performance

PBSYX performance across multiple time periods: 1-month -13.29%, YTD 18.38%, 1-year 29.56%, 3-year 12.22%, 5-year -0.70%.

PBSYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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