PFMIX Mutual Fund

PFMIX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-4.10%
3 Months
-5.90%
6 Months
-3.75%
YTD
-3.53%
1 Year
-2.13%
3 Years (annualized)
+4.34%
5 Years (annualized)
+0.94%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFMIX 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
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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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-3.53%
Peer Avg (YTD)
-3.84%
vs Peers
+0.31%

PFMIX Mutual Fund Performance

PFMIX performance across multiple time periods: 1-month -4.10%, YTD -3.53%, 1-year -2.13%, 3-year 4.34%, 5-year 0.94%, 10-year 2.47%.

PFMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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