PBSYX Mutual Fund

PBSYX Mutual Fund

NAV$19.12
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Returns Overview

1 Month
+0.56%
3 Months
-14.03%
6 Months
+14.05%
YTD
+14.98%
1 Year
+15.18%
3 Years (annualized)
+13.08%
5 Years (annualized)
-2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBSYX 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)
+14.98%
Peer Avg (YTD)
+10.34%
vs Peers
+4.63%

PBSYX Mutual Fund Performance

PBSYX performance across multiple time periods: 1-month 0.56%, YTD 14.98%, 1-year 15.18%, 3-year 13.08%, 5-year -2.03%.

PBSYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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