PBMFX Mutual Fund

PBMFX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
-6.91%
3 Months
-10.48%
6 Months
-6.99%
YTD
-8.02%
1 Year
-7.53%
3 Years (annualized)
+1.89%
5 Years (annualized)
-1.94%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-8.02%
Peer Avg (YTD)
-3.82%
vs Peers
-4.20%

PBMFX Mutual Fund Performance

PBMFX performance across multiple time periods: 1-month -6.91%, YTD -8.02%, 1-year -7.53%, 3-year 1.89%, 5-year -1.94%, 10-year 1.19%.

PBMFX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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