PRMAX Mutual Fund

PRMAX Mutual Fund

NAV$17.11
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Returns Overview

1 Month
-1.76%
3 Months
-1.22%
6 Months
+3.28%
YTD
+1.34%
1 Year
+2.81%
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
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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)
+1.34%
Peer Avg (YTD)
+7.10%
vs Peers
-5.76%

PRMAX Mutual Fund Performance

PRMAX performance across multiple time periods: 1-month -1.76%, YTD 1.34%, 1-year 2.81%, 3-year 7.94%, 5-year 2.93%, 10-year 2.43%.

PRMAX returns trail the peer average of 7.10% 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.