PYSBX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.18%
3 Months
+0.62%
6 Months
+0.79%
YTD
+0.79%
1 Year
+3.41%
3 Years (annualized)
+5.11%
5 Years (annualized)
+2.50%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYSBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Treasury Index Total Return USD(^G1O2TR)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+3.23%
vs Peers
-2.43%

PYSBX Mutual Fund Performance

PYSBX performance across multiple time periods: 1-month 0.18%, YTD 0.79%, 1-year 3.41%, 3-year 5.11%, 5-year 2.50%, 10-year 2.25%.

PYSBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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