PBXCX Mutual Fund

NAV$11.65

Returns Overview

1 Month
+2.06%
3 Months
+11.94%
6 Months
+9.86%
YTD
+9.26%
1 Year
+10.64%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.37%

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
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)
+9.26%
Peer Avg (YTD)
+18.00%
vs Peers
-8.74%

PBXCX Mutual Fund Performance

PBXCX performance across multiple time periods: 1-month 2.06%, YTD 9.26%, 1-year 10.64%, 3-year 7.49%, 5-year 2.37%.

PBXCX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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