PMFMX Mutual Fund

PMFMX Mutual Fund

NAV$25.80
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Returns Overview

1 Month
-2.41%
3 Months
+3.45%
6 Months
+9.72%
YTD
+14.09%
1 Year
+20.07%
3 Years (annualized)
+11.27%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFMX 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
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+9.54%
vs Peers
+4.55%

PMFMX Mutual Fund Performance

PMFMX performance across multiple time periods: 1-month -2.41%, YTD 14.09%, 1-year 20.07%, 3-year 11.27%, 5-year 7.18%, 10-year 9.83%.

PMFMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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