PYMPX Mutual Fund

NAV$8.34

Returns Overview

1 Month
+1.09%
3 Months
+2.96%
6 Months
+3.37%
YTD
+3.37%
1 Year
+7.80%
3 Years (annualized)
+5.14%
5 Years (annualized)
+1.17%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYMPX 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 Barclays High Yield Municipal Bond Index(I22329US)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+1.79%
vs Peers
+1.58%

PYMPX Mutual Fund Performance

PYMPX performance across multiple time periods: 1-month 1.09%, YTD 3.37%, 1-year 7.80%, 3-year 5.14%, 5-year 1.17%, 10-year 3.29%.

PYMPX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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