PMSBX Mutual Fund

PMSBX Mutual Fund

NAV$40.56
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Returns Overview

1 Month
+7.53%
3 Months
+9.08%
6 Months
+18.41%
YTD
+28.76%
1 Year
+29.90%
3 Years (annualized)
+7.38%
5 Years (annualized)
+11.61%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMSBX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+28.76%
Peer Avg (YTD)
+21.07%
vs Peers
+7.68%

PMSBX Mutual Fund Performance

PMSBX performance across multiple time periods: 1-month 7.53%, YTD 28.76%, 1-year 29.90%, 3-year 7.38%, 5-year 11.61%, 10-year 11.90%.

PMSBX returns outperform the peer average of 21.07% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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