PSBIX Mutual Fund

PSBIX Mutual Fund

NAV$17.22
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Returns Overview

1 Month
+1.28%
3 Months
+1.63%
6 Months
+5.09%
YTD
+8.74%
1 Year
+13.87%
3 Years (annualized)
+14.07%
5 Years (annualized)
+6.64%
10 Years (annualized)
+8.51%

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)
+8.74%
Peer Avg (YTD)
+6.28%
vs Peers
+2.46%

PSBIX Mutual Fund Performance

PSBIX performance across multiple time periods: 1-month 1.28%, YTD 8.74%, 1-year 13.87%, 3-year 14.07%, 5-year 6.64%, 10-year 8.51%.

PSBIX returns outperform the peer average of 6.28% 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.