PSCZX Mutual Fund

PSCZX Mutual Fund

NAV$27.81
See how much of PSCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+3.42%
6 Months
+6.84%
YTD
+14.73%
1 Year
+20.50%
3 Years (annualized)
+14.10%
5 Years (annualized)
+5.67%
10 Years (annualized)
+11.50%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+15.20%
vs Peers
-0.47%

PSCZX Mutual Fund Performance

PSCZX performance across multiple time periods: 1-month 0.95%, YTD 14.73%, 1-year 20.50%, 3-year 14.10%, 5-year 5.67%, 10-year 11.50%.

PSCZX returns trail the peer average of 15.20% 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.