PMFMX Mutual Fund

NAV$26.11

Returns Overview

1 Month
+3.53%
3 Months
+14.25%
6 Months
+16.91%
YTD
+15.36%
1 Year
+24.94%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFMX 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
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+15.36%
Peer Avg (YTD)
+10.82%
vs Peers
+4.55%

PMFMX Mutual Fund Performance

PMFMX performance across multiple time periods: 1-month 3.53%, YTD 15.36%, 1-year 24.94%, 3-year 13.67%, 5-year 7.77%, 10-year 10.57%.

PMFMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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