PBYMX Mutual Fund

PBYMX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
+2.84%
3 Months
-4.95%
6 Months
-5.83%
YTD
-5.15%
1 Year
-5.89%
3 Years (annualized)
+1.44%
5 Years (annualized)
-4.84%
10 Years (annualized)
-2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBYMX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-5.15%
Peer Avg (YTD)
-0.87%
vs Peers
-4.29%

PBYMX Mutual Fund Performance

PBYMX performance across multiple time periods: 1-month 2.84%, YTD -5.15%, 1-year -5.89%, 3-year 1.44%, 5-year -4.84%, 10-year -2.02%.

PBYMX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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