PMOPX Mutual Fund

PMOPX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+0.44%
3 Months
-0.10%
6 Months
-1.44%
YTD
+0.01%
1 Year
+2.12%
3 Years (annualized)
+5.11%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.21%

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
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
Bloomberg Intermediate Government/Credit Index(^BIGCI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+2.15%
vs Peers
-2.15%

PMOPX Mutual Fund Performance

PMOPX performance across multiple time periods: 1-month 0.44%, YTD 0.01%, 1-year 2.12%, 3-year 5.11%, 5-year 1.32%, 10-year 2.21%.

PMOPX returns trail the peer average of 2.15% 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.