PYMAX Mutual Fund

PYMAX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
+3.47%
3 Months
-1.15%
6 Months
-1.00%
YTD
+0.42%
1 Year
+0.43%
3 Years (annualized)
+6.04%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYMAX 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 High Yield Municipal Bond Index(I22329US)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+0.07%
vs Peers
+0.36%

PYMAX Mutual Fund Performance

PYMAX performance across multiple time periods: 1-month 3.47%, YTD 0.42%, 1-year 0.43%, 3-year 6.04%, 5-year 0.60%, 10-year 2.87%.

PYMAX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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