PMORX Mutual Fund

NAV$9.18

Returns Overview

1 Month
+1.04%
3 Months
+2.67%
6 Months
+5.39%
YTD
+4.92%
1 Year
+7.61%
3 Years (annualized)
+8.08%
5 Years (annualized)
+5.53%

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
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)
+4.92%
Peer Avg (YTD)
+3.23%
vs Peers
+1.69%

PMORX Mutual Fund Performance

PMORX performance across multiple time periods: 1-month 1.04%, YTD 4.92%, 1-year 7.61%, 3-year 8.08%, 5-year 5.53%.

PMORX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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