PNYRX Mutual Fund

NAV$7.90

Returns Overview

1 Month
+3.48%
3 Months
+3.49%
6 Months
+2.20%
YTD
+1.21%
1 Year
+0.09%
3 Years (annualized)
+5.24%
5 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNYRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+1.27%
vs Peers
-0.05%

PNYRX Mutual Fund Performance

PNYRX performance across multiple time periods: 1-month 3.48%, YTD 1.21%, 1-year 0.09%, 3-year 5.24%, 5-year 1.03%.

PNYRX returns trail the peer average of 1.27% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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