PSMVX Mutual Fund

PSMVX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+4.66%
3 Months
-0.90%
6 Months
+3.20%
YTD
+14.63%
1 Year
+20.33%
3 Years (annualized)
+16.96%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMVX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+12.21%
vs Peers
+2.42%

PSMVX Mutual Fund Performance

PSMVX performance across multiple time periods: 1-month 4.66%, YTD 14.63%, 1-year 20.33%, 3-year 16.96%, 5-year 8.15%, 10-year 9.96%.

PSMVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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