PMYYX Mutual Fund

PMYYX Mutual Fund

NAV$55.06
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Returns Overview

1 Month
-1.22%
3 Months
+12.93%
6 Months
+7.14%
YTD
+6.77%
1 Year
+20.17%
3 Years (annualized)
+20.03%
5 Years (annualized)
+13.12%
10 Years (annualized)
+16.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMYYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+9.51%
vs Peers
-2.74%

PMYYX Mutual Fund Performance

PMYYX performance across multiple time periods: 1-month -1.22%, YTD 6.77%, 1-year 20.17%, 3-year 20.03%, 5-year 13.12%, 10-year 16.61%.

PMYYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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