PMPIX Mutual Fund

NAV$154.37

Returns Overview

1 Month
-23.68%
3 Months
-27.47%
6 Months
-20.48%
YTD
-20.65%
1 Year
+62.42%
3 Years (annualized)
+46.70%
5 Years (annualized)
+17.56%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMPIX 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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
-20.65%
Peer Avg (YTD)
+3.47%
vs Peers
-24.12%

PMPIX Mutual Fund Performance

PMPIX performance across multiple time periods: 1-month -23.68%, YTD -20.65%, 1-year 62.42%, 3-year 46.70%, 5-year 17.56%, 10-year 9.34%.

PMPIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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