PLBBX Mutual Fund

NAV$41.08

Returns Overview

1 Month
+1.29%
3 Months
+12.27%
6 Months
+10.39%
YTD
+9.98%
1 Year
+16.82%
3 Years (annualized)
+16.97%
5 Years (annualized)
+7.60%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLBBX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+5.87%
vs Peers
+4.11%

PLBBX Mutual Fund Performance

PLBBX performance across multiple time periods: 1-month 1.29%, YTD 9.98%, 1-year 16.82%, 3-year 16.97%, 5-year 7.60%, 10-year 11.03%.

PLBBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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