PSBLX Mutual Fund

NAV$16.84

Returns Overview

1 Month
+2.72%
3 Months
+2.57%
6 Months
+8.30%
YTD
+14.92%
1 Year
+19.51%
3 Years (annualized)
+4.33%
5 Years (annualized)
+7.11%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+14.92%
Peer Avg (YTD)
+10.26%
vs Peers
+4.66%

PSBLX Mutual Fund Performance

PSBLX performance across multiple time periods: 1-month 2.72%, YTD 14.92%, 1-year 19.51%, 3-year 4.33%, 5-year 7.11%, 10-year 6.44%.

PSBLX returns outperform the peer average of 10.26% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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