PYBLX Mutual Fund

PYBLX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.11%
3 Months
+0.71%
6 Months
+2.30%
YTD
+2.08%
1 Year
+5.29%
3 Years (annualized)
+7.53%
5 Years (annualized)
+6.26%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYBLX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+0.12%
vs Peers
+1.96%

PYBLX Mutual Fund Performance

PYBLX performance across multiple time periods: 1-month 0.11%, YTD 2.08%, 1-year 5.29%, 3-year 7.53%, 5-year 6.26%, 10-year 4.84%.

PYBLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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