PMRDX Mutual Fund

NAV$8.87

Returns Overview

1 Month
-0.34%
3 Months
-2.40%
6 Months
+3.00%
YTD
+1.27%
1 Year
+4.82%
3 Years (annualized)
-2.81%
5 Years (annualized)
-1.56%
10 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMRDX 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
Bloomberg Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+4.44%
vs Peers
-3.17%

PMRDX Mutual Fund Performance

PMRDX performance across multiple time periods: 1-month -0.34%, YTD 1.27%, 1-year 4.82%, 3-year -2.81%, 5-year -1.56%, 10-year 0.17%.

PMRDX returns trail the peer average of 4.44% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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