PRIMX Mutual Fund

PRIMX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-0.31%
3 Months
-1.07%
6 Months
-1.26%
YTD
+1.04%
1 Year
+5.83%
3 Years (annualized)
+3.78%
5 Years (annualized)
+0.50%
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)
+1.04%
Peer Avg (YTD)
+0.15%
vs Peers
+0.89%

PRIMX Mutual Fund Performance

PRIMX performance across multiple time periods: 1-month -0.31%, YTD 1.04%, 1-year 5.83%, 3-year 3.78%, 5-year 0.50%, 10-year 2.07%.

PRIMX returns outperform the peer average of 0.15% 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.