PBXAX Mutual Fund

NAV$11.62

Returns Overview

1 Month
+2.04%
3 Months
+12.15%
6 Months
+10.17%
YTD
+9.57%
1 Year
+11.37%
3 Years (annualized)
+8.27%
5 Years (annualized)
+3.12%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+18.00%
vs Peers
-8.43%

PBXAX Mutual Fund Performance

PBXAX performance across multiple time periods: 1-month 2.04%, YTD 9.57%, 1-year 11.37%, 3-year 8.27%, 5-year 3.12%.

PBXAX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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