PMPRX Mutual Fund

PMPRX Mutual Fund

NAV$17.09
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Returns Overview

1 Month
+1.50%
3 Months
+5.64%
6 Months
+6.73%
YTD
+17.40%
1 Year
+18.19%
3 Years (annualized)
+13.34%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMPRX 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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+9.89%
vs Peers
+7.51%

PMPRX Mutual Fund Performance

PMPRX performance across multiple time periods: 1-month 1.50%, YTD 17.40%, 1-year 18.19%, 3-year 13.34%, 5-year 8.12%, 10-year 10.26%.

PMPRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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