PMBSX Mutual Fund

PMBSX Mutual Fund

NAV$47.28
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Returns Overview

1 Month
+7.42%
3 Months
+9.07%
6 Months
+18.51%
YTD
+29.15%
1 Year
+30.89%
3 Years (annualized)
+8.01%
5 Years (annualized)
+12.23%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBSX 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)
+29.15%
Peer Avg (YTD)
+21.07%
vs Peers
+8.08%

PMBSX Mutual Fund Performance

PMBSX performance across multiple time periods: 1-month 7.42%, YTD 29.15%, 1-year 30.89%, 3-year 8.01%, 5-year 12.23%, 10-year 12.49%.

PMBSX returns outperform the peer average of 21.07% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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