POMFX Mutual Fund

NAV$9.50

Returns Overview

1 Month
+1.33%
3 Months
+3.77%
6 Months
+2.77%
YTD
+2.77%
1 Year
+7.47%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.12%
10 Years (annualized)
+2.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+1.79%
vs Peers
+0.98%

POMFX Mutual Fund Performance

POMFX performance across multiple time periods: 1-month 1.33%, YTD 2.77%, 1-year 7.47%, 3-year 4.65%, 5-year 0.12%, 10-year 2.60%.

POMFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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