PSFIX Mutual Fund

PSFIX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
+0.68%
3 Months
+0.98%
6 Months
+2.37%
YTD
+2.22%
1 Year
+4.14%
3 Years (annualized)
+6.65%
5 Years (annualized)
+5.61%
10 Years (annualized)
+4.59%

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
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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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+0.12%
vs Peers
+2.10%

PSFIX Mutual Fund Performance

PSFIX performance across multiple time periods: 1-month 0.68%, YTD 2.22%, 1-year 4.14%, 3-year 6.65%, 5-year 5.61%, 10-year 4.59%.

PSFIX returns outperform the peer average of 0.12% 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.