PMBPX Mutual Fund

PMBPX Mutual Fund

NAV$37.57
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Returns Overview

1 Month
+2.67%
3 Months
+5.62%
6 Months
+1.87%
YTD
-2.30%
1 Year
-7.42%
3 Years (annualized)
+9.04%
5 Years (annualized)
+3.99%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBPX 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 Index
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
+9.89%
vs Peers
-12.19%

PMBPX Mutual Fund Performance

PMBPX performance across multiple time periods: 1-month 2.67%, YTD -2.30%, 1-year -7.42%, 3-year 9.04%, 5-year 3.99%, 10-year 11.05%.

PMBPX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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