PMSGX Mutual Fund

PMSGX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
+14.99%
3 Months
+22.40%
6 Months
+24.78%
YTD
+31.86%
1 Year
+33.97%
3 Years (annualized)
-0.88%
5 Years (annualized)
+12.48%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMSGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+31.86%
Peer Avg (YTD)
+21.07%
vs Peers
+10.79%

PMSGX Mutual Fund Performance

PMSGX performance across multiple time periods: 1-month 14.99%, YTD 31.86%, 1-year 33.97%, 3-year -0.88%, 5-year 12.48%, 10-year 10.71%.

PMSGX returns outperform the peer average of 21.07% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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