PSBGX Mutual Fund

PSBGX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
+2.73%
3 Months
+2.51%
6 Months
+8.05%
YTD
+14.46%
1 Year
+18.91%
3 Years (annualized)
+3.81%
5 Years (annualized)
+6.61%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBGX 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
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+14.46%
Peer Avg (YTD)
+10.26%
vs Peers
+4.19%

PSBGX Mutual Fund Performance

PSBGX performance across multiple time periods: 1-month 2.73%, YTD 14.46%, 1-year 18.91%, 3-year 3.81%, 5-year 6.61%, 10-year 5.93%.

PSBGX returns outperform the peer average of 10.26% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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