PMBJX Mutual Fund

PMBJX Mutual Fund

NAV$38.34
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Returns Overview

1 Month
+7.65%
3 Months
+0.30%
6 Months
+3.96%
YTD
-4.53%
1 Year
-4.18%
3 Years (annualized)
+11.41%
5 Years (annualized)
+2.83%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBJX 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
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📉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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-4.53%
Peer Avg (YTD)
+15.62%
vs Peers
-20.15%

PMBJX Mutual Fund Performance

PMBJX performance across multiple time periods: 1-month 7.65%, YTD -4.53%, 1-year -4.18%, 3-year 11.41%, 5-year 2.83%, 10-year 11.12%.

PMBJX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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