PMSAX Mutual Fund

PMSAX Mutual Fund

NAV$12.21
See how much of PMSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.67%
3 Months
+1.60%
6 Months
+4.13%
YTD
+5.40%
1 Year
+12.19%
3 Years (annualized)
+8.63%
5 Years (annualized)
+5.69%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+2.39%
vs Peers
+3.01%

PMSAX Mutual Fund Performance

PMSAX performance across multiple time periods: 1-month 0.67%, YTD 5.40%, 1-year 12.19%, 3-year 8.63%, 5-year 5.69%, 10-year 4.70%.

PMSAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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