PRMAX Mutual Fund

PRMAX Mutual Fund

NAV$17.10
See how much of PRMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.14%
3 Months
+0.57%
6 Months
+2.85%
YTD
+3.16%
1 Year
+6.14%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.93%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+8.76%
vs Peers
-5.60%

PRMAX Mutual Fund Performance

PRMAX performance across multiple time periods: 1-month 1.14%, YTD 3.16%, 1-year 6.14%, 3-year 7.94%, 5-year 2.93%, 10-year 2.43%.

PRMAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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