PSBJX Mutual Fund

PSBJX Mutual Fund

NAV$28.58
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Returns Overview

1 Month
+0.82%
3 Months
-5.17%
6 Months
-1.98%
YTD
+6.93%
1 Year
+10.60%
3 Years (annualized)
+16.88%
5 Years (annualized)
+3.40%
10 Years (annualized)
+9.88%

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)
+6.93%
Peer Avg (YTD)
+12.21%
vs Peers
-5.28%

PSBJX Mutual Fund Performance

PSBJX performance across multiple time periods: 1-month 0.82%, YTD 6.93%, 1-year 10.60%, 3-year 16.88%, 5-year 3.40%, 10-year 9.88%.

PSBJX returns trail the peer average of 12.21% 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.