PSBMX Mutual Fund

PSBMX Mutual Fund

NAV$31.72
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Returns Overview

1 Month
-3.93%
3 Months
+3.30%
6 Months
+8.17%
YTD
+13.63%
1 Year
+26.92%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.83%
10 Years (annualized)
+10.08%

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)
+13.63%
Peer Avg (YTD)
+15.31%
vs Peers
-1.68%

PSBMX Mutual Fund Performance

PSBMX performance across multiple time periods: 1-month -3.93%, YTD 13.63%, 1-year 26.92%, 3-year 11.89%, 5-year 5.83%, 10-year 10.08%.

PSBMX returns trail the peer average of 15.31% 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.