PBLIX Mutual Fund

PBLIX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
-1.60%
3 Months
+0.44%
6 Months
+13.59%
YTD
+11.43%
1 Year
+15.45%
3 Years (annualized)
+18.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBLIX 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 Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+7.09%
vs Peers
+4.34%

PBLIX Mutual Fund Performance

PBLIX performance across multiple time periods: 1-month -1.60%, YTD 11.43%, 1-year 15.45%, 3-year 18.65%.

PBLIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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