PBFDX Mutual Fund

PBFDX Mutual Fund

NAV$44.82
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Returns Overview

1 Month
+1.54%
3 Months
+5.33%
6 Months
+20.19%
YTD
+15.38%
1 Year
+20.92%
3 Years (annualized)
+21.07%
5 Years (annualized)
+13.60%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBFDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+9.98%
vs Peers
+5.39%

PBFDX Mutual Fund Performance

PBFDX performance across multiple time periods: 1-month 1.54%, YTD 15.38%, 1-year 20.92%, 3-year 21.07%, 5-year 13.60%, 10-year 16.39%.

PBFDX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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