PMRIX Mutual Fund

PMRIX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-1.39%
3 Months
-1.04%
6 Months
-1.47%
YTD
-1.15%
1 Year
+2.77%
3 Years (annualized)
+3.36%
5 Years (annualized)
-0.54%
10 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMRIX 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
Bloomberg Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+0.12%
vs Peers
-1.27%

PMRIX Mutual Fund Performance

PMRIX performance across multiple time periods: 1-month -1.39%, YTD -1.15%, 1-year 2.77%, 3-year 3.36%, 5-year -0.54%, 10-year 0.68%.

PMRIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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