PNBAX Mutual Fund

PNBAX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
-0.06%
3 Months
-0.88%
6 Months
+7.84%
YTD
+16.76%
1 Year
+27.98%
3 Years (annualized)
+19.01%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNBAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+12.44%
vs Peers
+4.32%

PNBAX Mutual Fund Performance

PNBAX performance across multiple time periods: 1-month -0.06%, YTD 16.76%, 1-year 27.98%, 3-year 19.01%, 5-year 8.03%, 10-year 10.77%.

PNBAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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