PSMJX Mutual Fund

PSMJX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-5.67%
3 Months
-4.92%
6 Months
+6.21%
YTD
+9.32%
1 Year
+14.38%
3 Years (annualized)
+12.66%
5 Years (annualized)
+8.68%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMJX 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)
+9.32%
Peer Avg (YTD)
+10.34%
vs Peers
-1.03%

PSMJX Mutual Fund Performance

PSMJX performance across multiple time periods: 1-month -5.67%, YTD 9.32%, 1-year 14.38%, 3-year 12.66%, 5-year 8.68%, 10-year 9.38%.

PSMJX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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