PMPRX Mutual Fund

PMPRX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+1.23%
3 Months
+4.52%
6 Months
+10.02%
YTD
+15.67%
1 Year
+19.29%
3 Years (annualized)
+11.71%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.20%

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)
+15.67%
Peer Avg (YTD)
+9.54%
vs Peers
+6.13%

PMPRX Mutual Fund Performance

PMPRX performance across multiple time periods: 1-month 1.23%, YTD 15.67%, 1-year 19.29%, 3-year 11.71%, 5-year 8.30%, 10-year 10.20%.

PMPRX returns outperform the peer average of 9.54% 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.