PAMFX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+1.08%
3 Months
+2.67%
6 Months
+2.59%
YTD
+2.49%
1 Year
+6.97%
3 Years (annualized)
+3.43%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAMFX 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
S&P Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+1.79%
vs Peers
+0.71%

PAMFX Mutual Fund Performance

PAMFX performance across multiple time periods: 1-month 1.08%, YTD 2.49%, 1-year 6.97%, 3-year 3.43%, 5-year 0.67%, 10-year 1.72%.

PAMFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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