PSECX Mutual Fund

PSECX Mutual Fund

NAV$19.37
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Returns Overview

1 Month
+3.73%
3 Months
+0.56%
6 Months
+2.52%
YTD
+5.60%
1 Year
+8.58%
3 Years (annualized)
+10.94%
5 Years (annualized)
+7.27%
10 Years (annualized)
+7.25%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+11.41%
vs Peers
-5.82%

PSECX Mutual Fund Performance

PSECX performance across multiple time periods: 1-month 3.73%, YTD 5.60%, 1-year 8.58%, 3-year 10.94%, 5-year 7.27%, 10-year 7.25%.

PSECX returns trail the peer average of 11.41% 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.