PBDAX Mutual Fund

NAV$8.88

Returns Overview

1 Month
+0.27%
3 Months
+1.60%
6 Months
+0.72%
YTD
+0.83%
1 Year
+4.20%
3 Years (annualized)
+5.34%
5 Years (annualized)
+0.21%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBDAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+3.23%
vs Peers
-2.40%

PBDAX Mutual Fund Performance

PBDAX performance across multiple time periods: 1-month 0.27%, YTD 0.83%, 1-year 4.20%, 3-year 5.34%, 5-year 0.21%, 10-year 2.44%.

PBDAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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