PBEAX Mutual Fund

PBEAX Mutual Fund

NAV$27.88
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Returns Overview

1 Month
-1.84%
3 Months
-0.94%
6 Months
+14.72%
YTD
+14.05%
1 Year
+20.20%
3 Years (annualized)
+20.47%
5 Years (annualized)
+12.42%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+10.00%
vs Peers
+4.06%

PBEAX Mutual Fund Performance

PBEAX performance across multiple time periods: 1-month -1.84%, YTD 14.05%, 1-year 20.20%, 3-year 20.47%, 5-year 12.42%, 10-year 12.25%.

PBEAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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