PSSMX Mutual Fund

PSSMX Mutual Fund

NAV$29.24
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Returns Overview

1 Month
-5.64%
3 Months
-8.10%
6 Months
+9.79%
YTD
+12.35%
1 Year
+15.20%
3 Years (annualized)
+15.77%
5 Years (annualized)
+7.21%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSSMX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+10.34%
vs Peers
+2.01%

PSSMX Mutual Fund Performance

PSSMX performance across multiple time periods: 1-month -5.64%, YTD 12.35%, 1-year 15.20%, 3-year 15.77%, 5-year 7.21%, 10-year 10.30%.

PSSMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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