PFMIX Mutual Fund

PFMIX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-1.66%
3 Months
-0.38%
6 Months
+0.06%
YTD
+0.82%
1 Year
+6.16%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.88%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFMIX 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)
+0.82%
Peer Avg (YTD)
+0.23%
vs Peers
+0.59%

PFMIX Mutual Fund Performance

PFMIX performance across multiple time periods: 1-month -1.66%, YTD 0.82%, 1-year 6.16%, 3-year 4.08%, 5-year 0.88%, 10-year 2.52%.

PFMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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