PSAIX Mutual Fund

PSAIX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.39%
3 Months
+0.10%
6 Months
-1.50%
YTD
+0.70%
1 Year
+3.05%
3 Years (annualized)
+5.87%
5 Years (annualized)
+1.71%
10 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSAIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate USD Unhedged Index(^BBGGAUSDUHDI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.20%
vs Peers
+0.50%

PSAIX Mutual Fund Performance

PSAIX performance across multiple time periods: 1-month 0.39%, YTD 0.70%, 1-year 3.05%, 3-year 5.87%, 5-year 1.71%, 10-year 3.07%.

PSAIX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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