PSMEX Mutual Fund

PSMEX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
+0.44%
3 Months
+1.49%
6 Months
+2.29%
YTD
+3.20%
1 Year
+3.18%
3 Years (annualized)
+3.89%
5 Years (annualized)
+1.74%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+1.27%
vs Peers
+1.93%

PSMEX Mutual Fund Performance

PSMEX performance across multiple time periods: 1-month 0.44%, YTD 3.20%, 1-year 3.18%, 3-year 3.89%, 5-year 1.74%, 10-year 1.53%.

PSMEX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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