POMFX Mutual Fund

POMFX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+3.03%
3 Months
-1.86%
6 Months
-1.18%
YTD
-0.70%
1 Year
-0.16%
3 Years (annualized)
+5.44%
5 Years (annualized)
-0.41%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POMFX 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
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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)
-0.70%
Peer Avg (YTD)
+0.07%
vs Peers
-0.77%

POMFX Mutual Fund Performance

POMFX performance across multiple time periods: 1-month 3.03%, YTD -0.70%, 1-year -0.16%, 3-year 5.44%, 5-year -0.41%, 10-year 2.42%.

POMFX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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