PBLIX Mutual Fund

NAV$17.26

Returns Overview

1 Month
-0.40%
3 Months
+13.10%
6 Months
+11.60%
YTD
+10.95%
1 Year
+23.24%
3 Years (annualized)
+18.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLIX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+7.64%
vs Peers
+3.31%

PBLIX Mutual Fund Performance

PBLIX performance across multiple time periods: 1-month -0.40%, YTD 10.95%, 1-year 23.24%, 3-year 18.00%.

PBLIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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