PMARX Mutual Fund

NAV$13.25

Returns Overview

1 Month
+0.49%
3 Months
+6.93%
6 Months
+6.24%
YTD
+5.42%
1 Year
+15.08%
3 Years (annualized)
+12.73%
5 Years (annualized)
+4.53%
10 Years (annualized)
+7.82%

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
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)
+5.42%
Peer Avg (YTD)
+5.87%
vs Peers
-0.44%

PMARX Mutual Fund Performance

PMARX performance across multiple time periods: 1-month 0.49%, YTD 5.42%, 1-year 15.08%, 3-year 12.73%, 5-year 4.53%, 10-year 7.82%.

PMARX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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