PSBJX Mutual Fund

PSBJX Mutual Fund

NAV$30.23
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Returns Overview

1 Month
-3.90%
3 Months
+3.37%
6 Months
+8.33%
YTD
+13.79%
1 Year
+27.31%
3 Years (annualized)
+11.57%
5 Years (annualized)
+5.79%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBJX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+15.31%
vs Peers
-1.52%

PSBJX Mutual Fund Performance

PSBJX performance across multiple time periods: 1-month -3.90%, YTD 13.79%, 1-year 27.31%, 3-year 11.57%, 5-year 5.79%, 10-year 10.21%.

PSBJX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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