PMSAX Mutual Fund

NAV$12.16

Returns Overview

1 Month
-0.17%
3 Months
+3.62%
6 Months
+5.07%
YTD
+4.70%
1 Year
+12.24%
3 Years (annualized)
+8.81%
5 Years (annualized)
+5.57%
10 Years (annualized)
+4.74%

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
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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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+3.47%
vs Peers
+1.23%

PMSAX Mutual Fund Performance

PMSAX performance across multiple time periods: 1-month -0.17%, YTD 4.70%, 1-year 12.24%, 3-year 8.81%, 5-year 5.57%, 10-year 4.74%.

PMSAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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