PRMAX Mutual Fund

PRMAX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
-0.58%
3 Months
+1.14%
6 Months
+2.06%
YTD
+1.99%
1 Year
+5.96%
3 Years (annualized)
+7.34%
5 Years (annualized)
+4.18%
10 Years (annualized)
+3.47%

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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+6.99%
vs Peers
-5.00%

PRMAX Mutual Fund Performance

PRMAX performance across multiple time periods: 1-month -0.58%, YTD 1.99%, 1-year 5.96%, 3-year 7.34%, 5-year 4.18%, 10-year 3.47%.

PRMAX returns trail the peer average of 6.99% 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.