PUBRX Mutual Fund

PUBRX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
+0.16%
3 Months
+0.21%
6 Months
+0.04%
YTD
+0.93%
1 Year
+3.78%
3 Years (annualized)
+6.42%
5 Years (annualized)
+2.52%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUBRX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+2.15%
vs Peers
-1.22%

PUBRX Mutual Fund Performance

PUBRX performance across multiple time periods: 1-month 0.16%, YTD 0.93%, 1-year 3.78%, 3-year 6.42%, 5-year 2.52%, 10-year 2.89%.

PUBRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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