PBMPX Mutual Fund

NAV$8.81

Returns Overview

1 Month
+0.17%
3 Months
+1.18%
6 Months
+0.86%
YTD
+0.97%
1 Year
+3.97%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.40%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMPX 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)
+0.97%
Peer Avg (YTD)
+1.76%
vs Peers
-0.80%

PBMPX Mutual Fund Performance

PBMPX performance across multiple time periods: 1-month 0.17%, YTD 0.97%, 1-year 3.97%, 3-year 4.00%, 5-year -0.40%, 10-year 2.11%.

PBMPX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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