PMPSX Mutual Fund

NAV$127.33

Returns Overview

1 Month
-23.74%
3 Months
-27.65%
6 Months
-20.87%
YTD
-21.03%
1 Year
+60.82%
3 Years (annualized)
+45.26%
5 Years (annualized)
+16.40%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMPSX 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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
-21.03%
Peer Avg (YTD)
+3.47%
vs Peers
-24.51%

PMPSX Mutual Fund Performance

PMPSX performance across multiple time periods: 1-month -23.74%, YTD -21.03%, 1-year 60.82%, 3-year 45.26%, 5-year 16.40%, 10-year 8.25%.

PMPSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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