PMTBX Mutual Fund

NAV$8.81

Returns Overview

1 Month
+0.77%
3 Months
+3.37%
6 Months
+1.45%
YTD
+1.22%
1 Year
+5.86%
3 Years (annualized)
-1.15%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMTBX 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 Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+1.70%
vs Peers
-0.48%

PMTBX Mutual Fund Performance

PMTBX performance across multiple time periods: 1-month 0.77%, YTD 1.22%, 1-year 5.86%, 3-year -1.15%, 5-year 0.05%, 10-year 1.25%.

PMTBX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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