PMSTX Mutual Fund

NAV$4.60

Returns Overview

1 Month
+0.09%
3 Months
+1.13%
6 Months
+1.13%
YTD
+1.13%
1 Year
+3.46%
3 Years (annualized)
+5.18%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMSTX 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
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+3.23%
vs Peers
-2.09%

PMSTX Mutual Fund Performance

PMSTX performance across multiple time periods: 1-month 0.09%, YTD 1.13%, 1-year 3.46%, 3-year 5.18%, 5-year 2.02%, 10-year 2.14%.

PMSTX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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