PMYRX Mutual Fund

PMYRX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-3.21%
3 Months
+1.23%
6 Months
+8.21%
YTD
+6.78%
1 Year
+9.41%
3 Years (annualized)
+18.36%
5 Years (annualized)
+8.01%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMYRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+4.97%
vs Peers
+1.82%

PMYRX Mutual Fund Performance

PMYRX performance across multiple time periods: 1-month -3.21%, YTD 6.78%, 1-year 9.41%, 3-year 18.36%, 5-year 8.01%, 10-year 9.42%.

PMYRX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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