PBMMX Mutual Fund

PBMMX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
-3.04%
3 Months
-4.05%
6 Months
-2.99%
YTD
-3.16%
1 Year
-2.52%
3 Years (annualized)
-0.38%
5 Years (annualized)
-4.40%
10 Years (annualized)
-2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.16%
Peer Avg (YTD)
-1.38%
vs Peers
-1.78%

PBMMX Mutual Fund Performance

PBMMX performance across multiple time periods: 1-month -3.04%, YTD -3.16%, 1-year -2.52%, 3-year -0.38%, 5-year -4.40%, 10-year -2.29%.

PBMMX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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