PBQAX Mutual Fund

PBQAX Mutual Fund

NAV$28.13
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Returns Overview

1 Month
-0.75%
3 Months
-1.66%
6 Months
+16.49%
YTD
+11.99%
1 Year
+16.15%
3 Years (annualized)
+18.83%
5 Years (annualized)
+8.75%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBQAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+8.68%
vs Peers
+3.31%

PBQAX Mutual Fund Performance

PBQAX performance across multiple time periods: 1-month -0.75%, YTD 11.99%, 1-year 16.15%, 3-year 18.83%, 5-year 8.75%, 10-year 13.15%.

PBQAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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