PBXIX Mutual Fund

PBXIX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
-0.26%
3 Months
+1.41%
6 Months
+7.97%
YTD
+9.04%
1 Year
+9.89%
3 Years (annualized)
+8.68%
5 Years (annualized)
+2.76%

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
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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)
+9.04%
Peer Avg (YTD)
+12.29%
vs Peers
-3.24%

PBXIX Mutual Fund Performance

PBXIX performance across multiple time periods: 1-month -0.26%, YTD 9.04%, 1-year 9.89%, 3-year 8.68%, 5-year 2.76%.

PBXIX returns trail the peer average of 12.29% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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