PMUYX Mutual Fund

NAV$12.12

Returns Overview

1 Month
+0.49%
3 Months
-0.29%
6 Months
+2.45%
YTD
+0.75%
1 Year
+2.97%
3 Years (annualized)
-0.48%
5 Years (annualized)
+0.83%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMUYX 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
Bloomberg US Municipal 3-15 Year Blend Index
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+2.49%
vs Peers
-1.74%

PMUYX Mutual Fund Performance

PMUYX performance across multiple time periods: 1-month 0.49%, YTD 0.75%, 1-year 2.97%, 3-year -0.48%, 5-year 0.83%, 10-year 1.88%.

PMUYX returns trail the peer average of 2.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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