PMTGX Mutual Fund

NAV$8.22

Returns Overview

1 Month
-1.44%
3 Months
-0.96%
6 Months
-2.38%
YTD
-1.79%
1 Year
+4.81%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMTGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US MBS Fixed Rate Index(^BBGUSMBSFRI)
This Mutual Fund (YTD)
-1.79%
Peer Avg (YTD)
+0.38%
vs Peers
-2.17%

PMTGX Mutual Fund Performance

PMTGX performance across multiple time periods: 1-month -1.44%, YTD -1.79%, 1-year 4.81%, 3-year 4.14%, 5-year 0.39%, 10-year 1.23%.

PMTGX returns trail the peer average of 0.38% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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