PMARX Mutual Fund

PMARX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-3.26%
3 Months
+1.23%
6 Months
+8.15%
YTD
+6.63%
1 Year
+9.08%
3 Years (annualized)
+14.03%
5 Years (annualized)
+5.51%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMARX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+4.97%
vs Peers
+1.66%

PMARX Mutual Fund Performance

PMARX performance across multiple time periods: 1-month -3.26%, YTD 6.63%, 1-year 9.08%, 3-year 14.03%, 5-year 5.51%, 10-year 8.00%.

PMARX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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