PMFSX Mutual Fund

NAV$27.30

Returns Overview

1 Month
+7.94%
3 Months
+8.28%
6 Months
+12.52%
YTD
+21.48%
1 Year
+28.61%
3 Years (annualized)
+7.60%
5 Years (annualized)
+11.29%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFSX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+21.48%
Peer Avg (YTD)
+21.07%
vs Peers
+0.41%

PMFSX Mutual Fund Performance

PMFSX performance across multiple time periods: 1-month 7.94%, YTD 21.48%, 1-year 28.61%, 3-year 7.60%, 5-year 11.29%, 10-year 9.62%.

PMFSX returns outperform the peer average of 21.07% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

PMFSX performance comparison shows side-by-side returns with another fund. PMFSX alternatives are available in the Mutual Fund Screener.