PBRIX Mutual Fund

NAV$3.57

Returns Overview

1 Month
+1.67%
3 Months
-12.47%
6 Months
-8.29%
YTD
-8.29%
1 Year
-14.36%
3 Years (annualized)
-12.12%
5 Years (annualized)
-9.85%
10 Years (annualized)
-13.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBRIX 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
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-8.29%
Peer Avg (YTD)
+3.47%
vs Peers
-11.76%

PBRIX Mutual Fund Performance

PBRIX performance across multiple time periods: 1-month 1.67%, YTD -8.29%, 1-year -14.36%, 3-year -12.12%, 5-year -9.85%, 10-year -13.53%.

PBRIX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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