PMREX Mutual Fund

NAV$8.95

Returns Overview

1 Month
+0.22%
3 Months
+0.32%
6 Months
+0.09%
YTD
+0.19%
1 Year
+3.63%
3 Years (annualized)
+3.63%
5 Years (annualized)
-0.37%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMREX 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
Bloomberg Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+3.23%
vs Peers
-3.03%

PMREX Mutual Fund Performance

PMREX performance across multiple time periods: 1-month 0.22%, YTD 0.19%, 1-year 3.63%, 3-year 3.63%, 5-year -0.37%, 10-year 0.63%.

PMREX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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