PBXAX Mutual Fund

PBXAX Mutual Fund

NAV$11.67
See how much of PBXAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+4.13%
6 Months
+8.32%
YTD
+9.10%
1 Year
+9.69%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBXAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+13.29%
vs Peers
-4.18%

PBXAX Mutual Fund Performance

PBXAX performance across multiple time periods: 1-month -0.43%, YTD 9.10%, 1-year 9.69%, 3-year 7.76%, 5-year 2.70%.

PBXAX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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