PMTGX Mutual Fund

PMTGX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
-3.46%
3 Months
-4.71%
6 Months
-4.05%
YTD
-3.58%
1 Year
-2.37%
3 Years (annualized)
-0.08%
5 Years (annualized)
-3.28%
10 Years (annualized)
-1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMTGX 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
PROUpgrade to run
🏦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 Fixed Rate Index(^BBGUSMBSFRI)
This Mutual Fund (YTD)
-3.58%
Peer Avg (YTD)
-1.65%
vs Peers
-1.93%

PMTGX Mutual Fund Performance

PMTGX performance across multiple time periods: 1-month -3.46%, YTD -3.58%, 1-year -2.37%, 3-year -0.08%, 5-year -3.28%, 10-year -1.81%.

PMTGX returns trail the peer average of -1.65% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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