PRIMX Mutual Fund

PRIMX Mutual Fund

NAV$11.07
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Returns Overview

1 Month
-1.85%
3 Months
-0.08%
6 Months
+0.67%
YTD
+1.36%
1 Year
+6.75%
3 Years (annualized)
+3.48%
5 Years (annualized)
+0.47%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRIMX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+0.23%
vs Peers
+1.13%

PRIMX Mutual Fund Performance

PRIMX performance across multiple time periods: 1-month -1.85%, YTD 1.36%, 1-year 6.75%, 3-year 3.48%, 5-year 0.47%, 10-year 2.07%.

PRIMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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