PMOPX Mutual Fund

PMOPX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-0.64%
3 Months
-0.21%
6 Months
-0.73%
YTD
-0.43%
1 Year
+3.26%
3 Years (annualized)
+4.96%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOPX 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 Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+0.12%
vs Peers
-0.55%

PMOPX Mutual Fund Performance

PMOPX performance across multiple time periods: 1-month -0.64%, YTD -0.43%, 1-year 3.26%, 3-year 4.96%, 5-year 1.19%, 10-year 2.13%.

PMOPX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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