PMTIX Mutual Fund

NAV$15.23

Returns Overview

1 Month
+0.13%
3 Months
+7.03%
6 Months
+5.53%
YTD
+5.01%
1 Year
+11.97%
3 Years (annualized)
+10.70%
5 Years (annualized)
+4.90%
10 Years (annualized)
+8.26%

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
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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+7.64%
vs Peers
-2.63%

PMTIX Mutual Fund Performance

PMTIX performance across multiple time periods: 1-month 0.13%, YTD 5.01%, 1-year 11.97%, 3-year 10.70%, 5-year 4.90%, 10-year 8.26%.

PMTIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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