PEIBX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+0.48%
3 Months
+3.23%
6 Months
+1.70%
YTD
+1.50%
1 Year
+6.49%
3 Years (annualized)
-1.52%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIBX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.70%
vs Peers
-0.20%

PEIBX Mutual Fund Performance

PEIBX performance across multiple time periods: 1-month 0.48%, YTD 1.50%, 1-year 6.49%, 3-year -1.52%, 5-year 0.07%, 10-year 1.46%.

PEIBX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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