PSMJX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+4.83%
3 Months
+11.71%
6 Months
+16.14%
YTD
+14.98%
1 Year
+34.01%
3 Years (annualized)
+14.18%
5 Years (annualized)
+9.05%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMJX 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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.98%
Peer Avg (YTD)
+18.52%
vs Peers
-3.55%

PSMJX Mutual Fund Performance

PSMJX performance across multiple time periods: 1-month 4.83%, YTD 14.98%, 1-year 34.01%, 3-year 14.18%, 5-year 9.05%, 10-year 10.31%.

PSMJX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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