PSBMX Mutual Fund

NAV$32.54

Returns Overview

1 Month
+4.83%
3 Months
+19.81%
6 Months
+18.28%
YTD
+17.18%
1 Year
+35.07%
3 Years (annualized)
+15.25%
5 Years (annualized)
+6.11%
10 Years (annualized)
+11.03%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.18%
Peer Avg (YTD)
+18.52%
vs Peers
-1.35%

PSBMX Mutual Fund Performance

PSBMX performance across multiple time periods: 1-month 4.83%, YTD 17.18%, 1-year 35.07%, 3-year 15.25%, 5-year 6.11%, 10-year 11.03%.

PSBMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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