PMIRX Mutual Fund

PMIRX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-2.25%
3 Months
-1.78%
6 Months
+2.80%
YTD
+2.50%
1 Year
+4.99%
3 Years (annualized)
+10.06%
5 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+2.46%
vs Peers
+0.04%

PMIRX Mutual Fund Performance

PMIRX performance across multiple time periods: 1-month -2.25%, YTD 2.50%, 1-year 4.99%, 3-year 10.06%, 5-year 4.01%.

PMIRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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