PSBIX Mutual Fund

NAV$17.44

Returns Overview

1 Month
+0.29%
3 Months
+8.76%
6 Months
+7.84%
YTD
+7.31%
1 Year
+15.55%
3 Years (annualized)
+13.80%
5 Years (annualized)
+6.82%
10 Years (annualized)
+8.69%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+7.31%
Peer Avg (YTD)
+5.87%
vs Peers
+1.44%

PSBIX Mutual Fund Performance

PSBIX performance across multiple time periods: 1-month 0.29%, YTD 7.31%, 1-year 15.55%, 3-year 13.80%, 5-year 6.82%, 10-year 8.69%.

PSBIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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