PMBIX Mutual Fund

NAV$8.24

Returns Overview

1 Month
-1.44%
3 Months
-1.79%
6 Months
-3.06%
YTD
-2.83%
1 Year
+4.20%
3 Years (annualized)
+4.76%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBIX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
+3.23%
vs Peers
-6.06%

PMBIX Mutual Fund Performance

PMBIX performance across multiple time periods: 1-month -1.44%, YTD -2.83%, 1-year 4.20%, 3-year 4.76%, 5-year 0.21%, 10-year 1.86%.

PMBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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