PSMKX Mutual Fund

PSMKX Mutual Fund

NAV$55.95
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Returns Overview

1 Month
-5.21%
3 Months
-4.66%
6 Months
-0.21%
YTD
+9.74%
1 Year
+6.38%
3 Years (annualized)
+25.61%
5 Years (annualized)
+5.49%
10 Years (annualized)
+13.43%

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)
+9.74%
Peer Avg (YTD)
+8.01%
vs Peers
+1.73%

PSMKX Mutual Fund Performance

PSMKX performance across multiple time periods: 1-month -5.21%, YTD 9.74%, 1-year 6.38%, 3-year 25.61%, 5-year 5.49%, 10-year 13.43%.

PSMKX returns outperform the peer average of 8.01% 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.