PBNAX Mutual Fund

PBNAX Mutual Fund

NAV$11.23
See how much of PBNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
-3.63%
6 Months
-2.47%
YTD
-2.71%
1 Year
-1.76%
5 Years (annualized)
-4.20%
10 Years (annualized)
-2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBNAX 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 US Government/Credit Bond Index
This Mutual Fund (YTD)
-2.71%
Peer Avg (YTD)
+0.50%
vs Peers
-3.21%

PBNAX Mutual Fund Performance

PBNAX performance across multiple time periods: 1-month -2.75%, YTD -2.71%, 1-year -1.76%, 5-year -4.20%, 10-year -2.05%.

PBNAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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