PRBMX Mutual Fund

NAV$16.77

Returns Overview

1 Month
-0.37%
3 Months
+13.02%
6 Months
+11.64%
YTD
+10.98%
1 Year
+23.29%
3 Years (annualized)
+17.89%
5 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRBMX 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)
+10.98%
Peer Avg (YTD)
+5.87%
vs Peers
+5.12%

PRBMX Mutual Fund Performance

PRBMX performance across multiple time periods: 1-month -0.37%, YTD 10.98%, 1-year 23.29%, 3-year 17.89%, 5-year 10.08%.

PRBMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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