PMEGX Mutual Fund

PMEGX Mutual Fund

NAV$54.80
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Returns Overview

1 Month
-2.21%
3 Months
+1.47%
6 Months
+2.35%
YTD
+2.07%
1 Year
+4.57%
3 Years (annualized)
+6.33%
5 Years (annualized)
+2.19%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMEGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+9.54%
vs Peers
-7.47%

PMEGX Mutual Fund Performance

PMEGX performance across multiple time periods: 1-month -2.21%, YTD 2.07%, 1-year 4.57%, 3-year 6.33%, 5-year 2.19%, 10-year 9.75%.

PMEGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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