PMOAX Mutual Fund

PMOAX Mutual Fund

NAV$9.12
See how much of PMOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.01%
3 Months
-1.94%
6 Months
-1.32%
YTD
-0.89%
1 Year
-0.39%
3 Years (annualized)
+5.17%
5 Years (annualized)
-0.66%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+0.07%
vs Peers
-0.96%

PMOAX Mutual Fund Performance

PMOAX performance across multiple time periods: 1-month 3.01%, YTD -0.89%, 1-year -0.39%, 3-year 5.17%, 5-year -0.66%, 10-year 2.14%.

PMOAX returns trail the peer average of 0.07% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

PMOAX vs another fund shows side-by-side returns. PMOAX alternatives are available in the Mutual Fund Screener.