PBXCX Mutual Fund

PBXCX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
-2.08%
3 Months
-2.93%
6 Months
+8.67%
YTD
+6.06%
1 Year
+6.36%
3 Years (annualized)
+7.50%
5 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBXCX 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)
+6.06%
Peer Avg (YTD)
+10.47%
vs Peers
-4.41%

PBXCX Mutual Fund Performance

PBXCX performance across multiple time periods: 1-month -2.08%, YTD 6.06%, 1-year 6.36%, 3-year 7.50%, 5-year 1.67%.

PBXCX returns trail the peer average of 10.47% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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