PSMVX Mutual Fund

NAV$13.30

Returns Overview

1 Month
+1.68%
3 Months
+4.48%
6 Months
+9.29%
YTD
+15.15%
1 Year
+39.47%
3 Years (annualized)
+15.95%
5 Years (annualized)
+10.21%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSMVX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+18.52%
vs Peers
-3.37%

PSMVX Mutual Fund Performance

PSMVX performance across multiple time periods: 1-month 1.68%, YTD 15.15%, 1-year 39.47%, 3-year 15.95%, 5-year 10.21%, 10-year 11.54%.

PSMVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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