PMUBX Mutual Fund

PMUBX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.39%
3 Months
+1.71%
6 Months
+3.38%
YTD
+5.23%
1 Year
+5.89%
3 Years (annualized)
+7.72%
5 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMUBX 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
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📉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
ICE Bank of America Merrill Lynch US 3 Month Dep OR CM Total Return USD(^IBML3MDOCTR)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+5.26%
vs Peers
-0.03%

PMUBX Mutual Fund Performance

PMUBX performance across multiple time periods: 1-month 0.39%, YTD 5.23%, 1-year 5.89%, 3-year 7.72%, 5-year 4.26%.

PMUBX returns trail the peer average of 5.26% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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