PBMXX Mutual Fund

PBMXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.26%
3 Months
+0.81%
6 Months
+1.59%
YTD
+2.37%
1 Year
+3.25%
3 Years (annualized)
+3.96%
5 Years (annualized)
+3.18%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBMXX 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
Lipper US Government Money Market Funds Universe Average Index(^LUGMMFUNVAVG)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+2.36%
vs Peers
+0.02%

PBMXX Mutual Fund Performance

PBMXX performance across multiple time periods: 1-month 0.26%, YTD 2.37%, 1-year 3.25%, 3-year 3.96%, 5-year 3.18%, 10-year 1.93%.

PBMXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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