PMTGX Mutual Fund

PMTGX Mutual Fund

NAV$8.06
See how much of PMTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.14%
3 Months
-0.02%
6 Months
-1.13%
YTD
-0.56%
1 Year
-0.12%
3 Years (annualized)
+5.73%
5 Years (annualized)
+0.06%
10 Years (annualized)
+0.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.56%
Peer Avg (YTD)
-0.75%
vs Peers
+0.19%

PMTGX Mutual Fund Performance

PMTGX performance across multiple time periods: 1-month 3.14%, YTD -0.56%, 1-year -0.12%, 3-year 5.73%, 5-year 0.06%, 10-year 0.99%.

PMTGX returns outperform the peer average of -0.75% 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.