PMAQX Mutual Fund

NAV$42.56

Returns Overview

1 Month
+2.03%
3 Months
+6.55%
6 Months
-5.24%
YTD
-5.53%
1 Year
-8.94%
3 Years (annualized)
+8.02%
5 Years (annualized)
+4.46%

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
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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-5.53%
Peer Avg (YTD)
+10.82%
vs Peers
-16.35%

PMAQX Mutual Fund Performance

PMAQX performance across multiple time periods: 1-month 2.03%, YTD -5.53%, 1-year -8.94%, 3-year 8.02%, 5-year 4.46%.

PMAQX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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