PMFMX Mutual Fund

PMFMX Mutual Fund

NAV$25.13
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Returns Overview

1 Month
+0.12%
3 Months
+1.15%
6 Months
+5.54%
YTD
+14.23%
1 Year
+16.36%
3 Years (annualized)
+12.43%
5 Years (annualized)
+6.82%
10 Years (annualized)
+9.81%

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)
+14.23%
Peer Avg (YTD)
+9.89%
vs Peers
+4.34%

PMFMX Mutual Fund Performance

PMFMX performance across multiple time periods: 1-month 0.12%, YTD 14.23%, 1-year 16.36%, 3-year 12.43%, 5-year 6.82%, 10-year 9.81%.

PMFMX returns outperform the peer average of 9.89% 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.