PSAPX Mutual Fund

NAV$28.85

Returns Overview

1 Month
+9.68%
3 Months
+7.55%
6 Months
+14.47%
YTD
+16.47%
1 Year
+26.66%
3 Years (annualized)
+3.81%
5 Years (annualized)
+8.80%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSAPX 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)
+16.47%
Peer Avg (YTD)
+20.35%
vs Peers
-3.88%

PSAPX Mutual Fund Performance

PSAPX performance across multiple time periods: 1-month 9.68%, YTD 16.47%, 1-year 26.66%, 3-year 3.81%, 5-year 8.80%, 10-year 8.59%.

PSAPX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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