PMOZX Mutual Fund

NAV$9.21

Returns Overview

1 Month
+0.98%
3 Months
+2.47%
6 Months
+4.88%
YTD
+4.40%
1 Year
+6.67%
3 Years (annualized)
+7.75%
5 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOZX 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)
+4.40%
Peer Avg (YTD)
+3.23%
vs Peers
+1.18%

PMOZX Mutual Fund Performance

PMOZX performance across multiple time periods: 1-month 0.98%, YTD 4.40%, 1-year 6.67%, 3-year 7.75%, 5-year 6.20%.

PMOZX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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