PBXCX Mutual Fund

PBXCX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
-0.52%
3 Months
+3.99%
6 Months
+7.91%
YTD
+8.69%
1 Year
+8.97%
3 Years (annualized)
+6.99%
5 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBXCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+13.29%
vs Peers
-4.59%

PBXCX Mutual Fund Performance

PBXCX performance across multiple time periods: 1-month -0.52%, YTD 8.69%, 1-year 8.97%, 3-year 6.99%, 5-year 1.94%.

PBXCX returns trail the peer average of 13.29% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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