PMOAX Mutual Fund

PMOAX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-1.57%
3 Months
+0.63%
6 Months
+0.64%
YTD
+1.07%
1 Year
+7.05%
3 Years (annualized)
+4.11%
5 Years (annualized)
-0.31%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOAX 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
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📉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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+0.23%
vs Peers
+0.83%

PMOAX Mutual Fund Performance

PMOAX performance across multiple time periods: 1-month -1.57%, YTD 1.07%, 1-year 7.05%, 3-year 4.11%, 5-year -0.31%, 10-year 2.36%.

PMOAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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