PSMLX Mutual Fund

PSMLX Mutual Fund

NAV$33.87
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Returns Overview

1 Month
+0.87%
3 Months
-5.10%
6 Months
-1.84%
YTD
+7.19%
1 Year
+10.90%
3 Years (annualized)
+17.16%
5 Years (annualized)
+3.65%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMLX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+14.00%
vs Peers
-6.81%

PSMLX Mutual Fund Performance

PSMLX performance across multiple time periods: 1-month 0.87%, YTD 7.19%, 1-year 10.90%, 3-year 17.16%, 5-year 3.65%, 10-year 10.16%.

PSMLX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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