PBXIX Mutual Fund

NAV$11.76

Returns Overview

1 Month
+2.11%
3 Months
+12.20%
6 Months
+10.30%
YTD
+9.80%
1 Year
+11.65%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBXIX 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)
+9.80%
Peer Avg (YTD)
+18.00%
vs Peers
-8.21%

PBXIX Mutual Fund Performance

PBXIX performance across multiple time periods: 1-month 2.11%, YTD 9.80%, 1-year 11.65%, 3-year 8.67%, 5-year 3.45%.

PBXIX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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