PMABX Mutual Fund

PMABX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+0.53%
3 Months
+2.94%
6 Months
+1.69%
YTD
+1.49%
1 Year
+6.06%
3 Years (annualized)
-1.73%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMABX 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)
+1.49%
Peer Avg (YTD)
+1.70%
vs Peers
-0.21%

PMABX Mutual Fund Performance

PMABX performance across multiple time periods: 1-month 0.53%, YTD 1.49%, 1-year 6.06%, 3-year -1.73%, 5-year -0.14%, 10-year 1.18%.

PMABX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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