PBXAX Mutual Fund

PBXAX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-1.96%
3 Months
-2.64%
6 Months
+9.19%
YTD
+6.69%
1 Year
+7.20%
3 Years (annualized)
+8.28%
5 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBXAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+10.47%
vs Peers
-3.78%

PBXAX Mutual Fund Performance

PBXAX performance across multiple time periods: 1-month -1.96%, YTD 6.69%, 1-year 7.20%, 3-year 8.28%, 5-year 2.43%.

PBXAX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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