PSMKX Mutual Fund

NAV$61.50

Returns Overview

1 Month
+4.69%
3 Months
+27.95%
6 Months
+26.35%
YTD
+24.97%
1 Year
+34.38%
3 Years (annualized)
+29.63%
5 Years (annualized)
+10.45%
10 Years (annualized)
+15.66%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+24.97%
Peer Avg (YTD)
+10.82%
vs Peers
+14.16%

PSMKX Mutual Fund Performance

PSMKX performance across multiple time periods: 1-month 4.69%, YTD 24.97%, 1-year 34.38%, 3-year 29.63%, 5-year 10.45%, 10-year 15.66%.

PSMKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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