PMUPX Mutual Fund

PMUPX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-4.11%
3 Months
-5.92%
6 Months
-3.80%
YTD
-3.60%
1 Year
-2.23%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMUPX 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)
-3.60%
Peer Avg (YTD)
-3.84%
vs Peers
+0.24%

PMUPX Mutual Fund Performance

PMUPX performance across multiple time periods: 1-month -4.11%, YTD -3.60%, 1-year -2.23%, 3-year 4.24%, 5-year 0.84%, 10-year 2.37%.

PMUPX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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