PMTGX Mutual Fund

PMTGX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-1.70%
3 Months
-1.11%
6 Months
-1.37%
YTD
-0.54%
1 Year
+3.67%
3 Years (annualized)
+3.61%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMTGX 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 US MBS Fixed Rate Index(^BBGUSMBSFRI)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
-0.32%
vs Peers
-0.22%

PMTGX Mutual Fund Performance

PMTGX performance across multiple time periods: 1-month -1.70%, YTD -0.54%, 1-year 3.67%, 3-year 3.61%, 5-year -0.07%, 10-year 1.03%.

PMTGX returns trail the peer average of -0.32% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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