PLBBX Mutual Fund

PLBBX Mutual Fund

NAV$40.94
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Returns Overview

1 Month
-1.00%
3 Months
+2.84%
6 Months
+6.47%
YTD
+8.87%
1 Year
+12.91%
3 Years (annualized)
+13.56%
5 Years (annualized)
+5.82%
10 Years (annualized)
+9.92%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+5.54%
vs Peers
+3.34%

PLBBX Mutual Fund Performance

PLBBX performance across multiple time periods: 1-month -1.00%, YTD 8.87%, 1-year 12.91%, 3-year 13.56%, 5-year 5.82%, 10-year 9.92%.

PLBBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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