PMRJX Mutual Fund

PMRJX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
+2.57%
3 Months
-0.69%
6 Months
-1.80%
YTD
-1.96%
1 Year
-1.53%
3 Years (annualized)
+5.09%
5 Years (annualized)
-0.72%
10 Years (annualized)
+0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMRJX 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
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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)
-1.96%
Peer Avg (YTD)
+1.93%
vs Peers
-3.89%

PMRJX Mutual Fund Performance

PMRJX performance across multiple time periods: 1-month 2.57%, YTD -1.96%, 1-year -1.53%, 3-year 5.09%, 5-year -0.72%, 10-year 0.30%.

PMRJX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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