PMBJX Mutual Fund

NAV$38.35

Returns Overview

1 Month
+1.99%
3 Months
+6.47%
6 Months
-5.34%
YTD
-5.63%
1 Year
-9.12%
3 Years (annualized)
+7.88%
5 Years (annualized)
+4.30%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBJX 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 US Aggregate Index
This Mutual Fund (YTD)
-5.63%
Peer Avg (YTD)
+10.82%
vs Peers
-16.45%

PMBJX Mutual Fund Performance

PMBJX performance across multiple time periods: 1-month 1.99%, YTD -5.63%, 1-year -9.12%, 3-year 7.88%, 5-year 4.30%, 10-year 11.24%.

PMBJX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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