PSABX Mutual Fund

PSABX Mutual Fund

NAV$24.84
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Returns Overview

1 Month
+7.59%
3 Months
+6.01%
6 Months
+9.99%
YTD
+14.12%
1 Year
+24.85%
3 Years (annualized)
+1.82%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSABX 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 Index(^RUT)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+20.35%
vs Peers
-6.23%

PSABX Mutual Fund Performance

PSABX performance across multiple time periods: 1-month 7.59%, YTD 14.12%, 1-year 24.85%, 3-year 1.82%, 5-year 8.79%, 10-year 8.30%.

PSABX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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