PMADX Mutual Fund

NAV$15.05

Returns Overview

1 Month
+0.55%
3 Months
+12.19%
6 Months
+10.42%
YTD
+9.92%
1 Year
+19.12%
3 Years (annualized)
+15.21%
5 Years (annualized)
+11.03%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMADX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+6.73%
vs Peers
+3.19%

PMADX Mutual Fund Performance

PMADX performance across multiple time periods: 1-month 0.55%, YTD 9.92%, 1-year 19.12%, 3-year 15.21%, 5-year 11.03%, 10-year 11.83%.

PMADX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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