PSMKX Mutual Fund

PSMKX Mutual Fund

NAV$61.29
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Returns Overview

1 Month
-7.90%
3 Months
+4.67%
6 Months
+12.38%
YTD
+16.37%
1 Year
+21.76%
3 Years (annualized)
+21.46%
5 Years (annualized)
+6.70%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMKX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+9.54%
vs Peers
+6.83%

PSMKX Mutual Fund Performance

PSMKX performance across multiple time periods: 1-month -7.90%, YTD 16.37%, 1-year 21.76%, 3-year 21.46%, 5-year 6.70%, 10-year 13.38%.

PSMKX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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