PSBFX Mutual Fund

PSBFX Mutual Fund

NAV$17.47
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Returns Overview

3 Months
+2.68%
6 Months
+5.49%
YTD
+7.20%
1 Year
+14.41%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBFX 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
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+5.54%
vs Peers
+1.66%

PSBFX Mutual Fund Performance

PSBFX performance across multiple time periods: YTD 7.20%, 1-year 14.41%, 3-year 12.75%, 5-year 6.39%, 10-year 8.12%.

PSBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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