PSMLX Mutual Fund

NAV$35.99

Returns Overview

1 Month
+4.88%
3 Months
+19.97%
6 Months
+18.62%
YTD
+17.53%
1 Year
+42.17%
3 Years (annualized)
+16.95%
5 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.53%
Peer Avg (YTD)
+18.52%
vs Peers
-1.00%

PSMLX Mutual Fund Performance

PSMLX performance across multiple time periods: 1-month 4.88%, YTD 17.53%, 1-year 42.17%, 3-year 16.95%, 5-year 7.30%.

PSMLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

PSMLX performance comparison shows side-by-side returns with another fund. PSMLX alternatives are available in the Mutual Fund Screener.