PSEPX Mutual Fund

PSEPX Mutual Fund

NAV$20.82
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Returns Overview

1 Month
+3.82%
3 Months
+0.84%
6 Months
+3.00%
YTD
+6.21%
1 Year
+9.70%
3 Years (annualized)
+12.06%
5 Years (annualized)
+8.35%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSEPX 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)
+6.21%
Peer Avg (YTD)
+11.41%
vs Peers
-5.20%

PSEPX Mutual Fund Performance

PSEPX performance across multiple time periods: 1-month 3.82%, YTD 6.21%, 1-year 9.70%, 3-year 12.06%, 5-year 8.35%, 10-year 8.28%.

PSEPX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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