PMTIX Mutual Fund

PMTIX Mutual Fund

NAV$15.31
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Returns Overview

1 Month
-0.20%
3 Months
+1.96%
6 Months
+3.51%
YTD
+4.80%
1 Year
+11.14%
3 Years (annualized)
+9.91%
5 Years (annualized)
+4.65%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMTIX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+6.99%
vs Peers
-2.19%

PMTIX Mutual Fund Performance

PMTIX performance across multiple time periods: 1-month -0.20%, YTD 4.80%, 1-year 11.14%, 3-year 9.91%, 5-year 4.65%, 10-year 7.91%.

PMTIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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