PAMSX Mutual Fund

PAMSX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.45%
3 Months
+1.20%
6 Months
+2.23%
YTD
+2.64%
1 Year
+4.70%
3 Years (annualized)
+5.29%
5 Years (annualized)
+3.83%
10 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAMSX 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
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📉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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+0.12%
vs Peers
+2.52%

PAMSX Mutual Fund Performance

PAMSX performance across multiple time periods: 1-month 0.45%, YTD 2.64%, 1-year 4.70%, 3-year 5.29%, 5-year 3.83%, 10-year 2.78%.

PAMSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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