PSCZX Mutual Fund

PSCZX Mutual Fund

NAV$29.48
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Returns Overview

1 Month
-4.78%
3 Months
+3.41%
6 Months
+8.83%
YTD
+13.65%
1 Year
+26.63%
3 Years (annualized)
+12.37%
5 Years (annualized)
+6.19%
10 Years (annualized)
+11.48%

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)
+13.65%
Peer Avg (YTD)
+15.31%
vs Peers
-1.66%

PSCZX Mutual Fund Performance

PSCZX performance across multiple time periods: 1-month -4.78%, YTD 13.65%, 1-year 26.63%, 3-year 12.37%, 5-year 6.19%, 10-year 11.48%.

PSCZX returns trail the peer average of 15.31% 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.