PABYX Mutual Fund

NAV$17.92

Returns Overview

1 Month
-0.88%
3 Months
+1.64%
6 Months
+3.70%
YTD
+5.35%
1 Year
+20.68%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+5.87%
vs Peers
-0.52%

PABYX Mutual Fund Performance

PABYX performance across multiple time periods: 1-month -0.88%, YTD 5.35%, 1-year 20.68%, 3-year 16.92%, 5-year 8.99%, 10-year 9.62%.

PABYX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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