PMRJX Mutual Fund

NAV$8.94

Returns Overview

1 Month
+0.20%
3 Months
+0.39%
6 Months
+0.03%
YTD
+0.14%
1 Year
+3.46%
3 Years (annualized)
+3.45%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMRJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
+3.23%
vs Peers
-3.09%

PMRJX Mutual Fund Performance

PMRJX performance across multiple time periods: 1-month 0.20%, YTD 0.14%, 1-year 3.46%, 3-year 3.45%, 5-year -0.58%, 10-year 0.46%.

PMRJX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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