PMSTX Mutual Fund

PMSTX Mutual Fund

NAV$4.52
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Returns Overview

1 Month
+0.28%
3 Months
+0.26%
6 Months
+0.29%
YTD
+1.30%
1 Year
+2.56%
3 Years (annualized)
+4.99%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.03%

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
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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
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+2.15%
vs Peers
-0.85%

PMSTX Mutual Fund Performance

PMSTX performance across multiple time periods: 1-month 0.28%, YTD 1.30%, 1-year 2.56%, 3-year 4.99%, 5-year 2.02%, 10-year 2.03%.

PMSTX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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