PBSMX Mutual Fund

PBSMX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-1.27%
3 Months
-1.17%
6 Months
-0.48%
YTD
-0.37%
1 Year
+0.68%
3 Years (annualized)
+5.95%
5 Years (annualized)
+4.43%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSMX 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 Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.50%
vs Peers
-0.87%

PBSMX Mutual Fund Performance

PBSMX performance across multiple time periods: 1-month -1.27%, YTD -0.37%, 1-year 0.68%, 3-year 5.95%, 5-year 4.43%, 10-year 3.48%.

PBSMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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