PSMKX Mutual Fund

PSMKX Mutual Fund

NAV$62.22
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Returns Overview

1 Month
-1.19%
3 Months
-7.36%
6 Months
+18.53%
YTD
+15.77%
1 Year
+17.28%
3 Years (annualized)
+23.66%
5 Years (annualized)
+6.84%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+6.72%
vs Peers
+9.05%

PSMKX Mutual Fund Performance

PSMKX performance across multiple time periods: 1-month -1.19%, YTD 15.77%, 1-year 17.28%, 3-year 23.66%, 5-year 6.84%, 10-year 13.65%.

PSMKX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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