PMSAX Mutual Fund

PMSAX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
+1.07%
3 Months
+1.58%
6 Months
+3.82%
YTD
+6.53%
1 Year
+11.72%
3 Years (annualized)
+9.06%
5 Years (annualized)
+5.77%
10 Years (annualized)
+4.78%

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
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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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+4.75%
vs Peers
+1.79%

PMSAX Mutual Fund Performance

PMSAX performance across multiple time periods: 1-month 1.07%, YTD 6.53%, 1-year 11.72%, 3-year 9.06%, 5-year 5.77%, 10-year 4.78%.

PMSAX returns outperform the peer average of 4.75% 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.