PSMLX Mutual Fund

PSMLX Mutual Fund

NAV$33.60
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Returns Overview

1 Month
-0.42%
3 Months
+0.37%
6 Months
+9.00%
YTD
+13.52%
1 Year
+18.74%
3 Years (annualized)
+13.37%
5 Years (annualized)
+5.28%
10 Years (annualized)
+10.49%

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)
+13.52%
Peer Avg (YTD)
+15.20%
vs Peers
-1.68%

PSMLX Mutual Fund Performance

PSMLX performance across multiple time periods: 1-month -0.42%, YTD 13.52%, 1-year 18.74%, 3-year 13.37%, 5-year 5.28%, 10-year 10.49%.

PSMLX returns trail the peer average of 15.20% 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.