PSBMX Mutual Fund

PSBMX Mutual Fund

NAV$29.97
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Returns Overview

1 Month
+0.82%
3 Months
-5.25%
6 Months
-2.12%
YTD
+6.66%
1 Year
+10.25%
3 Years (annualized)
+16.52%
5 Years (annualized)
+3.08%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBMX 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)
+6.66%
Peer Avg (YTD)
+12.21%
vs Peers
-5.55%

PSBMX Mutual Fund Performance

PSBMX performance across multiple time periods: 1-month 0.82%, YTD 6.66%, 1-year 10.25%, 3-year 16.52%, 5-year 3.08%, 10-year 9.55%.

PSBMX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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