PMFPX Mutual Fund

PMFPX Mutual Fund

NAV$25.46
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Returns Overview

1 Month
-4.25%
3 Months
-6.40%
6 Months
+7.01%
YTD
+8.17%
1 Year
+11.31%
3 Years (annualized)
+13.65%
5 Years (annualized)
+7.64%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFPX 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 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+6.72%
vs Peers
+1.45%

PMFPX Mutual Fund Performance

PMFPX performance across multiple time periods: 1-month -4.25%, YTD 8.17%, 1-year 11.31%, 3-year 13.65%, 5-year 7.64%, 10-year 10.42%.

PMFPX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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