PSMIX Mutual Fund

PSMIX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
+0.73%
3 Months
+1.73%
6 Months
+4.31%
YTD
+5.56%
1 Year
+12.56%
3 Years (annualized)
+9.05%
5 Years (annualized)
+6.13%
10 Years (annualized)
+5.12%

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)
+5.56%
Peer Avg (YTD)
+2.39%
vs Peers
+3.17%

PSMIX Mutual Fund Performance

PSMIX performance across multiple time periods: 1-month 0.73%, YTD 5.56%, 1-year 12.56%, 3-year 9.05%, 5-year 6.13%, 10-year 5.12%.

PSMIX returns outperform the peer average of 2.39% 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.