PMSAX Mutual Fund

PMSAX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
-0.33%
3 Months
+0.41%
6 Months
+2.02%
YTD
+5.84%
1 Year
+8.09%
3 Years (annualized)
+9.25%
5 Years (annualized)
+5.76%
10 Years (annualized)
+4.76%

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
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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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+3.99%
vs Peers
+1.85%

PMSAX Mutual Fund Performance

PMSAX performance across multiple time periods: 1-month -0.33%, YTD 5.84%, 1-year 8.09%, 3-year 9.25%, 5-year 5.76%, 10-year 4.76%.

PMSAX returns outperform the peer average of 3.99% 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.