PIMAX Mutual Fund

PIMAX Mutual Fund

NAV$5.37
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Returns Overview

1 Month
+3.67%
3 Months
-1.06%
6 Months
-2.24%
YTD
-1.10%
1 Year
-3.22%
3 Years (annualized)
+1.09%
5 Years (annualized)
-4.46%
10 Years (annualized)
-2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIMAX 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 High Yield Muni Total Return USD(LMHYTR)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
-0.87%
vs Peers
-0.23%

PIMAX Mutual Fund Performance

PIMAX performance across multiple time periods: 1-month 3.67%, YTD -1.10%, 1-year -3.22%, 3-year 1.09%, 5-year -4.46%, 10-year -2.27%.

PIMAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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