PYMAX Mutual Fund

PYMAX Mutual Fund

NAV$7.83
See how much of PYMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.13%
3 Months
-0.69%
6 Months
-0.91%
YTD
+1.46%
1 Year
+5.71%
3 Years (annualized)
+4.61%
5 Years (annualized)
+0.47%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYMAX 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 Barclays High Yield Municipal Bond Index(I22329US)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.15%
vs Peers
+1.31%

PYMAX Mutual Fund Performance

PYMAX performance across multiple time periods: 1-month -0.13%, YTD 1.46%, 1-year 5.71%, 3-year 4.61%, 5-year 0.47%, 10-year 2.83%.

PYMAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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