PBFDX Mutual Fund

NAV$41.54

Returns Overview

1 Month
+1.14%
3 Months
+3.08%
6 Months
+5.81%
YTD
+9.40%
1 Year
+26.71%
3 Years (annualized)
+20.40%
5 Years (annualized)
+13.46%
10 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBFDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+9.51%
vs Peers
-0.11%

PBFDX Mutual Fund Performance

PBFDX performance across multiple time periods: 1-month 1.14%, YTD 9.40%, 1-year 26.71%, 3-year 20.40%, 5-year 13.46%, 10-year 16.33%.

PBFDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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