PMFKX Mutual Fund

NAV$14.05

Returns Overview

1 Month
-0.49%
3 Months
+2.79%
6 Months
+4.86%
YTD
+4.39%
1 Year
+14.34%
3 Years (annualized)
+13.26%
5 Years (annualized)
+7.76%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFKX 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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+4.14%
vs Peers
+0.25%

PMFKX Mutual Fund Performance

PMFKX performance across multiple time periods: 1-month -0.49%, YTD 4.39%, 1-year 14.34%, 3-year 13.26%, 5-year 7.76%, 10-year 8.49%.

PMFKX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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