PNBAX Mutual Fund

PNBAX Mutual Fund

NAV$32.13
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Returns Overview

1 Month
-2.37%
3 Months
+3.16%
6 Months
+18.03%
YTD
+16.83%
1 Year
+27.32%
3 Years (annualized)
+15.88%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNBAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+10.00%
vs Peers
+6.84%

PNBAX Mutual Fund Performance

PNBAX performance across multiple time periods: 1-month -2.37%, YTD 16.83%, 1-year 27.32%, 3-year 15.88%, 5-year 9.18%, 10-year 10.90%.

PNBAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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