PMOTX Mutual Fund

NAV$9.20

Returns Overview

1 Month
+1.07%
3 Months
+2.76%
6 Months
+5.58%
YTD
+5.11%
1 Year
+8.01%
3 Years (annualized)
+9.86%
5 Years (annualized)
+7.30%
10 Years (annualized)
+4.69%

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

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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)
+5.11%
Peer Avg (YTD)
+3.23%
vs Peers
+1.88%

PMOTX Mutual Fund Performance

PMOTX performance across multiple time periods: 1-month 1.07%, YTD 5.11%, 1-year 8.01%, 3-year 9.86%, 5-year 7.30%, 10-year 4.69%.

PMOTX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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