PMAQX Mutual Fund

PMAQX Mutual Fund

NAV$38.67
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Returns Overview

1 Month
+2.68%
3 Months
+5.70%
6 Months
+1.99%
YTD
-2.14%
1 Year
-7.23%
3 Years (annualized)
+9.30%
5 Years (annualized)
+4.24%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMAQX 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 US Aggregate Index
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+9.89%
vs Peers
-12.03%

PMAQX Mutual Fund Performance

PMAQX performance across multiple time periods: 1-month 2.68%, YTD -2.14%, 1-year -7.23%, 3-year 9.30%, 5-year 4.24%, 10-year 10.98%.

PMAQX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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