PMBMX Mutual Fund

NAV$38.16

Returns Overview

1 Month
+1.97%
3 Months
+6.38%
6 Months
-5.51%
YTD
-5.78%
1 Year
-9.46%
3 Years (annualized)
+7.50%
5 Years (annualized)
+3.93%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-5.78%
Peer Avg (YTD)
+10.82%
vs Peers
-16.59%

PMBMX Mutual Fund Performance

PMBMX performance across multiple time periods: 1-month 1.97%, YTD -5.78%, 1-year -9.46%, 3-year 7.50%, 5-year 3.93%, 10-year 10.84%.

PMBMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

PMBMX performance comparison shows side-by-side returns with another fund. PMBMX alternatives are available in the Mutual Fund Screener.