PBIQX Mutual Fund

NAV$8.30

Returns Overview

1 Month
+0.24%
3 Months
+0.60%
6 Months
+0.60%
YTD
+0.72%
1 Year
+3.46%
3 Years (annualized)
+3.72%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBIQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+3.23%
vs Peers
-2.51%

PBIQX Mutual Fund Performance

PBIQX performance across multiple time periods: 1-month 0.24%, YTD 0.72%, 1-year 3.46%, 3-year 3.72%, 5-year -0.29%, 10-year 1.00%.

PBIQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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