PBMJX Mutual Fund

NAV$8.98

Returns Overview

1 Month
-1.64%
3 Months
-1.75%
6 Months
-2.92%
YTD
-2.81%
1 Year
+4.02%
3 Years (annualized)
+3.93%
5 Years (annualized)
-0.54%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.81%
Peer Avg (YTD)
+1.76%
vs Peers
-4.58%

PBMJX Mutual Fund Performance

PBMJX performance across multiple time periods: 1-month -1.64%, YTD -2.81%, 1-year 4.02%, 3-year 3.93%, 5-year -0.54%, 10-year 1.54%.

PBMJX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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