PMIVX Mutual Fund

PMIVX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
-2.11%
3 Months
-1.62%
6 Months
+3.20%
YTD
+3.06%
1 Year
+5.72%
3 Years (annualized)
+10.69%
5 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMIVX 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)
+3.06%
Peer Avg (YTD)
+2.46%
vs Peers
+0.60%

PMIVX Mutual Fund Performance

PMIVX performance across multiple time periods: 1-month -2.11%, YTD 3.06%, 1-year 5.72%, 3-year 10.69%, 5-year 4.62%.

PMIVX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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