PRBAX Mutual Fund

NAV$17.02

Returns Overview

1 Month
-0.35%
3 Months
+12.90%
6 Months
+11.47%
YTD
+10.81%
1 Year
+22.80%
3 Years (annualized)
+17.43%
5 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRBAX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.81%
Peer Avg (YTD)
+5.87%
vs Peers
+4.94%

PRBAX Mutual Fund Performance

PRBAX performance across multiple time periods: 1-month -0.35%, YTD 10.81%, 1-year 22.80%, 3-year 17.43%, 5-year 9.58%.

PRBAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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