PMBMX Mutual Fund

PMBMX Mutual Fund

NAV$38.52
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Returns Overview

1 Month
+7.63%
3 Months
+0.22%
6 Months
+3.78%
YTD
-4.78%
1 Year
-4.51%
3 Years (annualized)
+11.01%
5 Years (annualized)
+2.46%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBMX 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)
-4.78%
Peer Avg (YTD)
+8.01%
vs Peers
-12.78%

PMBMX Mutual Fund Performance

PMBMX performance across multiple time periods: 1-month 7.63%, YTD -4.78%, 1-year -4.51%, 3-year 11.01%, 5-year 2.46%, 10-year 10.72%.

PMBMX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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