PSHAX Mutual Fund

PSHAX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.10%
3 Months
+0.33%
6 Months
+1.56%
YTD
+2.95%
1 Year
+3.66%
3 Years (annualized)
+4.85%
5 Years (annualized)
+3.77%
10 Years (annualized)
+2.72%

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)
+2.95%
Peer Avg (YTD)
+1.93%
vs Peers
+1.02%

PSHAX Mutual Fund Performance

PSHAX performance across multiple time periods: 1-month 0.10%, YTD 2.95%, 1-year 3.66%, 3-year 4.85%, 5-year 3.77%, 10-year 2.72%.

PSHAX returns outperform the peer average of 1.93% 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.