PMSSX Mutual Fund

NAV$26.03

Returns Overview

1 Month
+7.87%
3 Months
+8.18%
6 Months
+12.24%
YTD
+20.96%
1 Year
+27.83%
3 Years (annualized)
+7.02%
5 Years (annualized)
+10.77%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMSSX 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

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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
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+20.96%
Peer Avg (YTD)
+21.07%
vs Peers
-0.12%

PMSSX Mutual Fund Performance

PMSSX performance across multiple time periods: 1-month 7.87%, YTD 20.96%, 1-year 27.83%, 3-year 7.02%, 5-year 10.77%, 10-year 9.10%.

PMSSX returns trail the peer average of 21.07% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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