PMIEX Mutual Fund

NAV$9.80

Returns Overview

1 Month
-0.51%
3 Months
+11.81%
6 Months
+12.20%
YTD
+11.05%
1 Year
-60.78%
3 Years (annualized)
-20.63%
5 Years (annualized)
-17.08%
10 Years (annualized)
-2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMIEX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+9.13%
vs Peers
+1.92%

PMIEX Mutual Fund Performance

PMIEX performance across multiple time periods: 1-month -0.51%, YTD 11.05%, 1-year -60.78%, 3-year -20.63%, 5-year -17.08%, 10-year -2.64%.

PMIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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