PIMAX Mutual Fund

PIMAX Mutual Fund

NAV$5.18
See how much of PIMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.31%
3 Months
-6.86%
6 Months
-4.41%
YTD
-4.60%
1 Year
-5.92%
3 Years (annualized)
+2.26%
5 Years (annualized)
-1.86%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIMAX 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 Muni Total Return USD(LMHYTR)
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
-3.82%
vs Peers
-0.77%

PIMAX Mutual Fund Performance

PIMAX performance across multiple time periods: 1-month -4.31%, YTD -4.60%, 1-year -5.92%, 3-year 2.26%, 5-year -1.86%, 10-year 1.26%.

PIMAX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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