PMBIX Mutual Fund

PMBIX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-1.42%
3 Months
-1.04%
6 Months
-1.38%
YTD
-0.89%
1 Year
+2.87%
3 Years (annualized)
+4.30%
5 Years (annualized)
-0.34%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+0.12%
vs Peers
-1.01%

PMBIX Mutual Fund Performance

PMBIX performance across multiple time periods: 1-month -1.42%, YTD -0.89%, 1-year 2.87%, 3-year 4.30%, 5-year -0.34%, 10-year 1.62%.

PMBIX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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