PRBIX Mutual Fund

PRBIX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
-0.48%
3 Months
-1.33%
6 Months
-2.01%
YTD
-0.31%
1 Year
+3.48%
3 Years (annualized)
+3.47%
5 Years (annualized)
-0.39%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRBIX 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 Municipal Index(BBGUSMI)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+0.15%
vs Peers
-0.46%

PRBIX Mutual Fund Performance

PRBIX performance across multiple time periods: 1-month -0.48%, YTD -0.31%, 1-year 3.48%, 3-year 3.47%, 5-year -0.39%, 10-year 1.32%.

PRBIX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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