PSBIX Mutual Fund

PSBIX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+0.06%
3 Months
+2.80%
6 Months
+5.67%
YTD
+7.37%
1 Year
+14.72%
3 Years (annualized)
+13.05%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBIX 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)
+7.37%
Peer Avg (YTD)
+5.54%
vs Peers
+1.83%

PSBIX Mutual Fund Performance

PSBIX performance across multiple time periods: 1-month 0.06%, YTD 7.37%, 1-year 14.72%, 3-year 13.05%, 5-year 6.66%, 10-year 8.41%.

PSBIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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