PRMAX Mutual Fund

PRMAX Mutual Fund

NAV$16.94
See how much of PRMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
-0.23%
6 Months
+0.90%
YTD
+1.76%
1 Year
+2.32%
3 Years (annualized)
+9.01%
5 Years (annualized)
+4.09%
10 Years (annualized)
+3.31%

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)
+1.76%
Peer Avg (YTD)
+6.70%
vs Peers
-4.94%

PRMAX Mutual Fund Performance

PRMAX performance across multiple time periods: 1-month 0.41%, YTD 1.76%, 1-year 2.32%, 3-year 9.01%, 5-year 4.09%, 10-year 3.31%.

PRMAX returns trail the peer average of 6.70% 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.