PSBSX Mutual Fund

NAV$28.98

Returns Overview

1 Month
+7.61%
3 Months
+6.09%
6 Months
+10.27%
YTD
+14.61%
1 Year
+25.48%
3 Years (annualized)
+2.33%
5 Years (annualized)
+9.32%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSBSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.61%
Peer Avg (YTD)
+20.35%
vs Peers
-5.74%

PSBSX Mutual Fund Performance

PSBSX performance across multiple time periods: 1-month 7.61%, YTD 14.61%, 1-year 25.48%, 3-year 2.33%, 5-year 9.32%, 10-year 8.84%.

PSBSX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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