PMEGX Mutual Fund

NAV$54.43

Returns Overview

1 Month
+2.51%
3 Months
+9.43%
6 Months
+5.02%
YTD
+4.37%
1 Year
+7.72%
3 Years (annualized)
+8.39%
5 Years (annualized)
+3.06%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMEGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+10.82%
vs Peers
-6.44%

PMEGX Mutual Fund Performance

PMEGX performance across multiple time periods: 1-month 2.51%, YTD 4.37%, 1-year 7.72%, 3-year 8.39%, 5-year 3.06%, 10-year 10.56%.

PMEGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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