PMFRX Mutual Fund

PMFRX Mutual Fund

NAV$11.89
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Returns Overview

3 Months
+0.91%
6 Months
+7.09%
YTD
+6.81%
1 Year
+9.27%
3 Years (annualized)
+7.75%
5 Years (annualized)
+7.96%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFRX 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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+2.69%
vs Peers
+4.11%

PMFRX Mutual Fund Performance

PMFRX performance across multiple time periods: YTD 6.81%, 1-year 9.27%, 3-year 7.75%, 5-year 7.96%, 10-year 5.11%.

PMFRX returns outperform the peer average of 2.69% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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