PMARX Mutual Fund

PMARX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
+1.92%
3 Months
+3.75%
6 Months
+5.49%
YTD
+8.44%
1 Year
+14.18%
3 Years (annualized)
+12.20%
5 Years (annualized)
+5.13%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMARX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+5.54%
vs Peers
+2.90%

PMARX Mutual Fund Performance

PMARX performance across multiple time periods: 1-month 1.92%, YTD 8.44%, 1-year 14.18%, 3-year 12.20%, 5-year 5.13%, 10-year 6.47%.

PMARX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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