PSMPX Mutual Fund

PSMPX Mutual Fund

NAV$5.36
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Returns Overview

1 Month
-34.58%
3 Months
-36.25%
6 Months
-27.58%
YTD
-30.28%
1 Year
-24.53%
3 Years (annualized)
-11.18%
5 Years (annualized)
-0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMPX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
-30.28%
Peer Avg (YTD)
+0.66%
vs Peers
-30.94%

PSMPX Mutual Fund Performance

PSMPX performance across multiple time periods: 1-month -34.58%, YTD -30.28%, 1-year -24.53%, 3-year -11.18%, 5-year -0.86%.

PSMPX returns trail the peer average of 0.66% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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