PMEGX Mutual Fund

PMEGX Mutual Fund

NAV$54.42
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Returns Overview

1 Month
-2.90%
3 Months
-3.25%
6 Months
+5.87%
YTD
+0.98%
1 Year
+2.42%
3 Years (annualized)
+8.14%
5 Years (annualized)
+2.09%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMEGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+6.73%
vs Peers
-5.75%

PMEGX Mutual Fund Performance

PMEGX performance across multiple time periods: 1-month -2.90%, YTD 0.98%, 1-year 2.42%, 3-year 8.14%, 5-year 2.09%, 10-year 10.04%.

PMEGX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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