PSBPX Mutual Fund

PSBPX Mutual Fund

NAV$32.74
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Returns Overview

1 Month
-5.54%
3 Months
-9.63%
6 Months
+8.34%
YTD
+6.06%
1 Year
+11.26%
3 Years (annualized)
+13.08%
5 Years (annualized)
+5.02%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBPX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+10.34%
vs Peers
-4.29%

PSBPX Mutual Fund Performance

PSBPX performance across multiple time periods: 1-month -5.54%, YTD 6.06%, 1-year 11.26%, 3-year 13.08%, 5-year 5.02%, 10-year 10.06%.

PSBPX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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