PMATX Mutual Fund

NAV$9.01

Returns Overview

1 Month
+1.11%
3 Months
+4.51%
6 Months
+3.98%
YTD
+2.56%
1 Year
+2.75%
3 Years (annualized)
+5.35%
5 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMATX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+2.13%
vs Peers
+0.43%

PMATX Mutual Fund Performance

PMATX performance across multiple time periods: 1-month 1.11%, YTD 2.56%, 1-year 2.75%, 3-year 5.35%, 5-year 0.79%.

PMATX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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