PSMIX Mutual Fund

PSMIX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
-0.32%
3 Months
+1.47%
6 Months
+5.25%
YTD
+6.33%
1 Year
+9.59%
3 Years (annualized)
+9.44%
5 Years (annualized)
+6.20%
10 Years (annualized)
+5.20%

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
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📉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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+5.40%
vs Peers
+0.93%

PSMIX Mutual Fund Performance

PSMIX performance across multiple time periods: 1-month -0.32%, YTD 6.33%, 1-year 9.59%, 3-year 9.44%, 5-year 6.20%, 10-year 5.20%.

PSMIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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