PMUPX Mutual Fund

PMUPX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+3.77%
3 Months
-0.72%
6 Months
-1.13%
YTD
+0.03%
1 Year
+0.25%
3 Years (annualized)
+5.51%
5 Years (annualized)
+0.96%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMUPX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+0.03%
Peer Avg (YTD)
+0.07%
vs Peers
-0.03%

PMUPX Mutual Fund Performance

PMUPX performance across multiple time periods: 1-month 3.77%, YTD 0.03%, 1-year 0.25%, 3-year 5.51%, 5-year 0.96%, 10-year 2.39%.

PMUPX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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