PMORX Mutual Fund

PMORX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-0.11%
3 Months
+1.09%
6 Months
+3.85%
YTD
+4.97%
1 Year
+6.15%
3 Years (annualized)
+8.21%
5 Years (annualized)
+6.78%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMORX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+2.15%
vs Peers
+2.81%

PMORX Mutual Fund Performance

PMORX performance across multiple time periods: 1-month -0.11%, YTD 4.97%, 1-year 6.15%, 3-year 8.21%, 5-year 6.78%, 10-year 4.83%.

PMORX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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