PMVTX Mutual Fund

PMVTX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+1.45%
3 Months
+5.02%
6 Months
+4.89%
YTD
+3.47%
1 Year
+3.64%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+2.13%
vs Peers
+1.34%

PMVTX Mutual Fund Performance

PMVTX performance across multiple time periods: 1-month 1.45%, YTD 3.47%, 1-year 3.64%, 3-year 5.46%, 5-year 1.10%.

PMVTX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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