PMOLX Mutual Fund

NAV$9.21

Returns Overview

1 Month
+0.96%
3 Months
+2.64%
6 Months
+5.45%
YTD
+4.97%
1 Year
+7.85%
3 Years (annualized)
+8.89%
5 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOLX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+3.23%
vs Peers
+1.75%

PMOLX Mutual Fund Performance

PMOLX performance across multiple time periods: 1-month 0.96%, YTD 4.97%, 1-year 7.85%, 3-year 8.89%, 5-year 6.15%.

PMOLX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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