PMAQX Mutual Fund

PMAQX Mutual Fund

NAV$42.56
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Returns Overview

1 Month
+0.89%
3 Months
+3.72%
6 Months
-3.78%
YTD
-4.69%
1 Year
-9.00%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.80%
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)
-4.69%
Peer Avg (YTD)
+9.54%
vs Peers
-14.23%

PMAQX Mutual Fund Performance

PMAQX performance across multiple time periods: 1-month 0.89%, YTD -4.69%, 1-year -9.00%, 3-year 8.05%, 5-year 3.80%, 10-year 10.98%.

PMAQX returns trail the peer average of 9.54% 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.