PMBAX Mutual Fund

PMBAX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
+0.87%
3 Months
+2.35%
6 Months
+1.91%
YTD
+1.91%
1 Year
+5.74%
3 Years (annualized)
+3.48%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBAX 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
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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 Municipal Index(BBGUSMI)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+1.79%
vs Peers
+0.12%

PMBAX Mutual Fund Performance

PMBAX performance across multiple time periods: 1-month 0.87%, YTD 1.91%, 1-year 5.74%, 3-year 3.48%, 5-year -0.09%, 10-year 1.48%.

PMBAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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