PBSIX Mutual Fund

PBSIX Mutual Fund

NAV$19.02
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Returns Overview

1 Month
+0.56%
3 Months
-14.02%
6 Months
+14.00%
YTD
+14.93%
1 Year
+15.06%
3 Years (annualized)
+12.97%
5 Years (annualized)
-1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+10.34%
vs Peers
+4.59%

PBSIX Mutual Fund Performance

PBSIX performance across multiple time periods: 1-month 0.56%, YTD 14.93%, 1-year 15.06%, 3-year 12.97%, 5-year -1.64%.

PBSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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