PBPAX Mutual Fund

PBPAX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
+0.61%
3 Months
-0.36%
6 Months
+0.91%
YTD
+5.12%
1 Year
+5.91%
3 Years (annualized)
+13.50%
5 Years (annualized)
+4.22%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBPAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+14.77%
vs Peers
-9.65%

PBPAX Mutual Fund Performance

PBPAX performance across multiple time periods: 1-month 0.61%, YTD 5.12%, 1-year 5.91%, 3-year 13.50%, 5-year 4.22%, 10-year 7.49%.

PBPAX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

PBPAX vs another fund shows side-by-side returns. PBPAX alternatives are available in the Mutual Fund Screener.