PSCZX Mutual Fund

PSCZX Mutual Fund

NAV$27.88
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Returns Overview

1 Month
+2.39%
3 Months
-0.70%
6 Months
+2.69%
YTD
+11.74%
1 Year
+17.28%
3 Years (annualized)
+18.10%
5 Years (annualized)
+4.70%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSCZX 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
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📉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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+12.21%
vs Peers
-0.47%

PSCZX Mutual Fund Performance

PSCZX performance across multiple time periods: 1-month 2.39%, YTD 11.74%, 1-year 17.28%, 3-year 18.10%, 5-year 4.70%, 10-year 11.72%.

PSCZX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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