PRMAX Mutual Fund

NAV$17.33

Returns Overview

1 Month
+0.02%
3 Months
+4.55%
6 Months
+2.65%
YTD
+2.59%
1 Year
+6.74%
3 Years (annualized)
+7.82%
5 Years (annualized)
+2.89%
10 Years (annualized)
+2.50%

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

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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+7.64%
vs Peers
-5.05%

PRMAX Mutual Fund Performance

PRMAX performance across multiple time periods: 1-month 0.02%, YTD 2.59%, 1-year 6.74%, 3-year 7.82%, 5-year 2.89%, 10-year 2.50%.

PRMAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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