PNSAX Mutual Fund

PNSAX Mutual Fund

NAV$96.47
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Returns Overview

1 Month
+8.57%
3 Months
+28.79%
6 Months
+28.44%
YTD
+25.65%
1 Year
+37.39%
3 Years (annualized)
+22.21%
5 Years (annualized)
+10.23%
10 Years (annualized)
+16.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNSAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.65%
Peer Avg (YTD)
+18.52%
vs Peers
+7.12%

PNSAX Mutual Fund Performance

PNSAX performance across multiple time periods: 1-month 8.57%, YTD 25.65%, 1-year 37.39%, 3-year 22.21%, 5-year 10.23%, 10-year 16.82%.

PNSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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