PSSMX Mutual Fund

NAV$30.85

Returns Overview

1 Month
+7.22%
3 Months
+19.48%
6 Months
+23.46%
YTD
+22.26%
1 Year
+47.77%
3 Years (annualized)
+17.17%
5 Years (annualized)
+7.66%
10 Years (annualized)
+11.27%

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
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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.26%
Peer Avg (YTD)
+18.52%
vs Peers
+3.74%

PSSMX Mutual Fund Performance

PSSMX performance across multiple time periods: 1-month 7.22%, YTD 22.26%, 1-year 47.77%, 3-year 17.17%, 5-year 7.66%, 10-year 11.27%.

PSSMX returns outperform 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.

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