PBPPX Mutual Fund

NAV$7.52

Returns Overview

1 Month
-0.53%
3 Months
-1.18%
6 Months
+0.13%
YTD
+0.40%
1 Year
+3.04%
3 Years (annualized)
+3.42%
5 Years (annualized)
+0.49%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBPPX 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 Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+3.23%
vs Peers
-2.83%

PBPPX Mutual Fund Performance

PBPPX performance across multiple time periods: 1-month -0.53%, YTD 0.40%, 1-year 3.04%, 3-year 3.42%, 5-year 0.49%, 10-year 2.05%.

PBPPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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