PRBAX Mutual Fund

PRBAX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-0.54%
3 Months
+3.11%
6 Months
+7.58%
YTD
+10.21%
1 Year
+21.10%
3 Years (annualized)
+15.93%
5 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRBAX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+5.54%
vs Peers
+4.67%

PRBAX Mutual Fund Performance

PRBAX performance across multiple time periods: 1-month -0.54%, YTD 10.21%, 1-year 21.10%, 3-year 15.93%, 5-year 9.28%.

PRBAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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