PSMIX Mutual Fund

NAV$12.40

Returns Overview

1 Month
-0.16%
3 Months
+3.73%
6 Months
+5.15%
YTD
+4.79%
1 Year
+12.52%
3 Years (annualized)
+9.20%
5 Years (annualized)
+5.99%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMIX 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

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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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+3.47%
vs Peers
+1.32%

PSMIX Mutual Fund Performance

PSMIX performance across multiple time periods: 1-month -0.16%, YTD 4.79%, 1-year 12.52%, 3-year 9.20%, 5-year 5.99%, 10-year 5.17%.

PSMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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