PMOYX Mutual Fund

NAV$9.19

Returns Overview

1 Month
+1.06%
3 Months
+2.73%
6 Months
+5.41%
YTD
+4.93%
1 Year
+7.76%
3 Years (annualized)
+8.78%
5 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOYX 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)
+4.93%
Peer Avg (YTD)
+3.23%
vs Peers
+1.70%

PMOYX Mutual Fund Performance

PMOYX performance across multiple time periods: 1-month 1.06%, YTD 4.93%, 1-year 7.76%, 3-year 8.78%, 5-year 6.05%.

PMOYX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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