PMGRX Mutual Fund

NAV$8.85

Returns Overview

1 Month
-0.22%
3 Months
-2.48%
6 Months
+2.80%
YTD
+0.77%
1 Year
+4.37%
3 Years (annualized)
-3.37%
5 Years (annualized)
-2.05%
10 Years (annualized)
-0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMGRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+4.44%
vs Peers
-3.67%

PMGRX Mutual Fund Performance

PMGRX performance across multiple time periods: 1-month -0.22%, YTD 0.77%, 1-year 4.37%, 3-year -3.37%, 5-year -2.05%, 10-year -0.30%.

PMGRX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

PMGRX performance comparison shows side-by-side returns with another fund. PMGRX alternatives are available in the Mutual Fund Screener.