PSECX Mutual Fund

NAV$20.51
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Returns Overview

1 Month
-1.23%
3 Months
+2.50%
6 Months
+2.06%
YTD
+1.80%
1 Year
+5.47%
3 Years (annualized)
+10.69%
5 Years (annualized)
+7.03%
10 Years (annualized)
+7.08%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+9.49%
vs Peers
-7.69%

PSECX Mutual Fund Performance

PSECX performance across multiple time periods: 1-month -1.23%, YTD 1.80%, 1-year 5.47%, 3-year 10.69%, 5-year 7.03%, 10-year 7.08%.

PSECX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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