PBYMX Mutual Fund

PBYMX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-6.83%
3 Months
-10.37%
6 Months
-6.80%
YTD
-7.77%
1 Year
-7.06%
3 Years (annualized)
+2.21%
5 Years (annualized)
-1.65%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBYMX 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
PROUpgrade to run
📉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 Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-7.77%
Peer Avg (YTD)
-3.82%
vs Peers
-3.94%

PBYMX Mutual Fund Performance

PBYMX performance across multiple time periods: 1-month -6.83%, YTD -7.77%, 1-year -7.06%, 3-year 2.21%, 5-year -1.65%, 10-year 1.46%.

PBYMX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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