PMOZX Mutual Fund

PMOZX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.20%
3 Months
+2.36%
6 Months
+4.66%
YTD
+4.62%
1 Year
+6.48%
3 Years (annualized)
+7.39%
5 Years (annualized)
+6.54%
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)
+4.62%
Peer Avg (YTD)
+0.12%
vs Peers
+4.50%

PMOZX Mutual Fund Performance

PMOZX performance across multiple time periods: 1-month 0.20%, YTD 4.62%, 1-year 6.48%, 3-year 7.39%, 5-year 6.54%, 10-year 4.07%.

PMOZX returns outperform the peer average of 0.12% 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.