PSMTX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.39%
3 Months
+1.21%
6 Months
+1.93%
YTD
+2.64%
1 Year
+2.42%
3 Years (annualized)
+3.13%
5 Years (annualized)
+0.96%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMTX 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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+1.27%
vs Peers
+1.37%

PSMTX Mutual Fund Performance

PSMTX performance across multiple time periods: 1-month 0.39%, YTD 2.64%, 1-year 2.42%, 3-year 3.13%, 5-year 0.96%, 10-year 0.81%.

PSMTX returns outperform the peer average of 1.27% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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