PBSYX Mutual Fund

PBSYX Mutual Fund

NAV$19.73
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Returns Overview

1 Month
-1.41%
3 Months
-9.79%
6 Months
+8.52%
YTD
+16.72%
1 Year
+22.63%
3 Years (annualized)
+13.08%
5 Years (annualized)
-2.03%

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)
+16.72%
Peer Avg (YTD)
+15.20%
vs Peers
+1.52%

PBSYX Mutual Fund Performance

PBSYX performance across multiple time periods: 1-month -1.41%, YTD 16.72%, 1-year 22.63%, 3-year 13.08%, 5-year -2.03%.

PBSYX returns outperform the peer average of 15.20% 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.