PMFYX Mutual Fund

NAV$13.62

Returns Overview

1 Month
-0.46%
3 Months
+2.96%
6 Months
+4.87%
YTD
+4.39%
1 Year
+14.33%
3 Years (annualized)
+13.41%
5 Years (annualized)
+9.79%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFYX 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
+0.24%

PMFYX Mutual Fund Performance

PMFYX performance across multiple time periods: 1-month -0.46%, YTD 4.39%, 1-year 14.33%, 3-year 13.41%, 5-year 9.79%, 10-year 9.24%.

PMFYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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