PSHAX Mutual Fund

PSHAX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+0.35%
3 Months
+1.23%
6 Months
+2.19%
YTD
+2.61%
1 Year
+4.52%
3 Years (annualized)
+5.30%
5 Years (annualized)
+3.62%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSHAX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+0.12%
vs Peers
+2.49%

PSHAX Mutual Fund Performance

PSHAX performance across multiple time periods: 1-month 0.35%, YTD 2.61%, 1-year 4.52%, 3-year 5.30%, 5-year 3.62%, 10-year 2.70%.

PSHAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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