PMOAX Mutual Fund

PMOAX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-4.55%
3 Months
-6.30%
6 Months
-0.36%
YTD
-3.09%
1 Year
-1.60%
3 Years (annualized)
+3.95%
5 Years (annualized)
-0.62%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOAX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-3.09%
Peer Avg (YTD)
-3.82%
vs Peers
+0.73%

PMOAX Mutual Fund Performance

PMOAX performance across multiple time periods: 1-month -4.55%, YTD -3.09%, 1-year -1.60%, 3-year 3.95%, 5-year -0.62%, 10-year 2.09%.

PMOAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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