PIBAX Mutual Fund

PIBAX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-2.09%
3 Months
-1.59%
6 Months
+7.39%
YTD
+5.48%
1 Year
+8.83%
3 Years (annualized)
+14.36%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIBAX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+5.48%
Peer Avg (YTD)
+4.96%
vs Peers
+0.52%

PIBAX Mutual Fund Performance

PIBAX performance across multiple time periods: 1-month -2.09%, YTD 5.48%, 1-year 8.83%, 3-year 14.36%, 5-year 7.06%, 10-year 8.44%.

PIBAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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