PMYRX Mutual Fund

PMYRX Mutual Fund

NAV$13.45
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Returns Overview

1 Month
+0.59%
3 Months
+6.98%
6 Months
+6.39%
YTD
+5.58%
1 Year
+15.48%
3 Years (annualized)
+17.02%
5 Years (annualized)
+7.02%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMYRX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+5.87%
vs Peers
-0.29%

PMYRX Mutual Fund Performance

PMYRX performance across multiple time periods: 1-month 0.59%, YTD 5.58%, 1-year 15.48%, 3-year 17.02%, 5-year 7.02%, 10-year 9.24%.

PMYRX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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