PSFIX Mutual Fund

PSFIX Mutual Fund

NAV$8.36
See how much of PSFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.61%
3 Months
+1.28%
6 Months
+3.27%
YTD
+2.84%
1 Year
+4.47%
3 Years (annualized)
+6.50%
5 Years (annualized)
+5.67%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSFIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.84%
Peer Avg (YTD)
+2.15%
vs Peers
+0.69%

PSFIX Mutual Fund Performance

PSFIX performance across multiple time periods: 1-month 0.61%, YTD 2.84%, 1-year 4.47%, 3-year 6.50%, 5-year 5.67%, 10-year 4.56%.

PSFIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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