# Payson Total Return (PBFDX)

> Source: Nexqual · https://nexqual.com/PBFDX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Payson Total Return (PBFDX), nexqual.com/PBFDX" · informational, not investment advice.

**Price:** USD 42.99 (-0.44% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 43.18 · day 42.99–42.99 · 52w 35.21–44.82 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +15.9% vs S&P 500 +13.4%; 5Y +87.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +15.9% | +87.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +15.9% | +13.5% |
| Volatility (annualized) | 15.4% | 17.1% |
| Max drawdown | -10.9% (Jan 2026→Mar 2026) | -21.8% (Dec 2021→Sep 2022) |

## Peers
USBOX (Pear Tree Quality Fund Ordinary) USD 22.58 +0.00% · SSAQX (State Street US Core Equity Fund) USD 81.89 +0.00% · STSEX (BlackRock Exchange Portfolio Bl) USD 2,976.39 +0.00% · JENYX (Jensen Quality Growth Fund - Cl) USD 46.27 -0.00% · AWEIX (CIBC Atlas Disciplined Equity F) USD 32.05 +0.00%

## More
Full page: https://nexqual.com/PBFDX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt