PSECX Mutual Fund

PSECX Mutual Fund

NAV$20.35
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Returns Overview

1 Month
+8.80%
3 Months
-0.38%
6 Months
+0.17%
YTD
+5.19%
1 Year
+5.87%
3 Years (annualized)
+13.19%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSECX 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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+12.44%
vs Peers
-7.24%

PSECX Mutual Fund Performance

PSECX performance across multiple time periods: 1-month 8.80%, YTD 5.19%, 1-year 5.87%, 3-year 13.19%, 5-year 6.34%, 10-year 7.47%.

PSECX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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