PMOTX Mutual Fund

PMOTX Mutual Fund

NAV$9.17
See how much of PMOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.19%
3 Months
+2.65%
6 Months
+5.24%
YTD
+5.31%
1 Year
+7.70%
3 Years (annualized)
+9.46%
5 Years (annualized)
+7.63%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+0.12%
vs Peers
+5.19%

PMOTX Mutual Fund Performance

PMOTX performance across multiple time periods: 1-month 0.19%, YTD 5.31%, 1-year 7.70%, 3-year 9.46%, 5-year 7.63%, 10-year 4.46%.

PMOTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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