PSMYX Mutual Fund

PSMYX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+0.56%
3 Months
+1.56%
6 Months
+2.53%
YTD
+3.50%
1 Year
+3.54%
3 Years (annualized)
+4.15%
5 Years (annualized)
+1.99%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMYX 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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+1.27%
vs Peers
+2.23%

PSMYX Mutual Fund Performance

PSMYX performance across multiple time periods: 1-month 0.56%, YTD 3.50%, 1-year 3.54%, 3-year 4.15%, 5-year 1.99%, 10-year 1.78%.

PSMYX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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