POMFX Mutual Fund

POMFX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-4.62%
3 Months
-6.22%
6 Months
-0.11%
YTD
-2.89%
1 Year
-1.32%
3 Years (annualized)
+4.25%
5 Years (annualized)
-0.35%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would POMFX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-2.89%
Peer Avg (YTD)
-3.82%
vs Peers
+0.93%

POMFX Mutual Fund Performance

POMFX performance across multiple time periods: 1-month -4.62%, YTD -2.89%, 1-year -1.32%, 3-year 4.25%, 5-year -0.35%, 10-year 2.38%.

POMFX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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