PMPRX Mutual Fund

NAV$17.69

Returns Overview

1 Month
+2.82%
3 Months
+9.10%
6 Months
+14.27%
YTD
+13.14%
1 Year
+19.00%
3 Years (annualized)
+11.38%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMPRX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.14%
Peer Avg (YTD)
+10.82%
vs Peers
+2.32%

PMPRX Mutual Fund Performance

PMPRX performance across multiple time periods: 1-month 2.82%, YTD 13.14%, 1-year 19.00%, 3-year 11.38%, 5-year 7.60%, 10-year 10.04%.

PMPRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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