PSIMX Mutual Fund

PSIMX Mutual Fund

NAV$11.51
See how much of PSIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
-0.10%
6 Months
+2.36%
YTD
+3.63%
1 Year
+4.93%
3 Years (annualized)
+1.09%
5 Years (annualized)
+0.99%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+4.36%
vs Peers
-0.73%

PSIMX Mutual Fund Performance

PSIMX performance across multiple time periods: 1-month -0.17%, YTD 3.63%, 1-year 4.93%, 3-year 1.09%, 5-year 0.99%, 10-year 1.13%.

PSIMX returns trail the peer average of 4.36% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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