PABVX Mutual Fund

PABVX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
-5.09%
3 Months
-2.41%
6 Months
+6.59%
YTD
+10.55%
1 Year
+11.52%
3 Years (annualized)
+13.69%
5 Years (annualized)
+8.46%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+6.72%
vs Peers
+3.82%

PABVX Mutual Fund Performance

PABVX performance across multiple time periods: 1-month -5.09%, YTD 10.55%, 1-year 11.52%, 3-year 13.69%, 5-year 8.46%, 10-year 10.61%.

PABVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

PABVX vs another fund shows side-by-side returns. PABVX alternatives are available in the Mutual Fund Screener.