PBLLX Mutual Fund

NAV$16.96

Returns Overview

1 Month
-0.38%
3 Months
+13.01%
6 Months
+11.46%
YTD
+10.73%
1 Year
+22.71%
3 Years (annualized)
+17.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLLX 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)
+10.73%
Peer Avg (YTD)
+7.64%
vs Peers
+3.09%

PBLLX Mutual Fund Performance

PBLLX performance across multiple time periods: 1-month -0.38%, YTD 10.73%, 1-year 22.71%, 3-year 17.57%.

PBLLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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