PFMIX Mutual Fund

PFMIX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+3.78%
3 Months
-0.70%
6 Months
-1.08%
YTD
+0.12%
1 Year
+0.35%
3 Years (annualized)
+5.61%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFMIX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.07%
vs Peers
+0.05%

PFMIX Mutual Fund Performance

PFMIX performance across multiple time periods: 1-month 3.78%, YTD 0.12%, 1-year 0.35%, 3-year 5.61%, 5-year 1.06%, 10-year 2.49%.

PFMIX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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