PRBMX Mutual Fund

PRBMX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
-1.61%
3 Months
+0.44%
6 Months
+13.51%
YTD
+11.47%
1 Year
+15.57%
3 Years (annualized)
+18.54%
5 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRBMX 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 Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+4.96%
vs Peers
+6.50%

PRBMX Mutual Fund Performance

PRBMX performance across multiple time periods: 1-month -1.61%, YTD 11.47%, 1-year 15.57%, 3-year 18.54%, 5-year 9.86%.

PRBMX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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