PMFPX Mutual Fund

PMFPX Mutual Fund

NAV$25.76
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Returns Overview

1 Month
+1.84%
3 Months
-2.34%
6 Months
+1.11%
YTD
+10.16%
1 Year
+13.92%
3 Years (annualized)
+16.89%
5 Years (annualized)
+6.76%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFPX 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)
+10.16%
Peer Avg (YTD)
+8.01%
vs Peers
+2.15%

PMFPX Mutual Fund Performance

PMFPX performance across multiple time periods: 1-month 1.84%, YTD 10.16%, 1-year 13.92%, 3-year 16.89%, 5-year 6.76%, 10-year 10.52%.

PMFPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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