PIBQX Mutual Fund

NAV$19.90

Returns Overview

1 Month
-0.95%
3 Months
+8.53%
6 Months
+7.09%
YTD
+6.68%
1 Year
+16.85%
3 Years (annualized)
+18.90%
5 Years (annualized)
+19.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIBQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+5.87%
vs Peers
+0.82%

PIBQX Mutual Fund Performance

PIBQX performance across multiple time periods: 1-month -0.95%, YTD 6.68%, 1-year 16.85%, 3-year 18.90%, 5-year 19.43%.

PIBQX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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