PMOZX Mutual Fund

PMOZX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-0.11%
3 Months
+1.08%
6 Months
+3.51%
YTD
+4.50%
1 Year
+5.41%
3 Years (annualized)
+7.46%
5 Years (annualized)
+6.02%
10 Years (annualized)
+4.07%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+2.15%
vs Peers
+2.35%

PMOZX Mutual Fund Performance

PMOZX performance across multiple time periods: 1-month -0.11%, YTD 4.50%, 1-year 5.41%, 3-year 7.46%, 5-year 6.02%, 10-year 4.07%.

PMOZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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