PSBPX Mutual Fund

NAV$34.95

Returns Overview

1 Month
-2.75%
3 Months
+4.92%
6 Months
+8.04%
YTD
+13.18%
1 Year
+41.97%
3 Years (annualized)
+16.70%
5 Years (annualized)
+7.05%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBPX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+18.52%
vs Peers
-5.34%

PSBPX Mutual Fund Performance

PSBPX performance across multiple time periods: 1-month -2.75%, YTD 13.18%, 1-year 41.97%, 3-year 16.70%, 5-year 7.05%, 10-year 11.67%.

PSBPX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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