PMOTX Mutual Fund

PMOTX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.87%
3 Months
+1.41%
6 Months
+4.21%
YTD
+6.59%
1 Year
+8.14%
3 Years (annualized)
+9.45%
5 Years (annualized)
+7.68%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMOTX 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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+0.50%
vs Peers
+6.09%

PMOTX Mutual Fund Performance

PMOTX performance across multiple time periods: 1-month 0.87%, YTD 6.59%, 1-year 8.14%, 3-year 9.45%, 5-year 7.68%, 10-year 4.43%.

PMOTX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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