PNBAX Mutual Fund

NAV$30.95

Returns Overview

1 Month
+2.17%
3 Months
+14.42%
6 Months
+14.19%
YTD
+13.26%
1 Year
+29.20%
3 Years (annualized)
+14.80%
5 Years (annualized)
+8.93%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNBAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.26%
Peer Avg (YTD)
+9.49%
vs Peers
+3.77%

PNBAX Mutual Fund Performance

PNBAX performance across multiple time periods: 1-month 2.17%, YTD 13.26%, 1-year 29.20%, 3-year 14.80%, 5-year 8.93%, 10-year 10.59%.

PNBAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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