PMBMX Mutual Fund

PMBMX Mutual Fund

NAV$35.17
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Returns Overview

1 Month
-9.27%
3 Months
-6.10%
6 Months
-0.12%
YTD
-11.53%
1 Year
-15.05%
3 Years (annualized)
+8.82%
5 Years (annualized)
+3.74%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMBMX 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
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📉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 US Aggregate Index
This Mutual Fund (YTD)
-11.53%
Peer Avg (YTD)
+6.72%
vs Peers
-18.25%

PMBMX Mutual Fund Performance

PMBMX performance across multiple time periods: 1-month -9.27%, YTD -11.53%, 1-year -15.05%, 3-year 8.82%, 5-year 3.74%, 10-year 10.75%.

PMBMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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