PSHCX Mutual Fund

NAV$8.84

Returns Overview

1 Month
+0.74%
3 Months
+1.17%
6 Months
+1.55%
YTD
+1.25%
1 Year
+5.57%
3 Years (annualized)
+1.96%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSHCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+22.72%
vs Peers
-21.47%

PSHCX Mutual Fund Performance

PSHCX performance across multiple time periods: 1-month 0.74%, YTD 1.25%, 1-year 5.57%, 3-year 1.96%, 5-year 1.14%, 10-year 1.46%.

PSHCX returns trail the peer average of 22.72% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

PSHCX performance comparison shows side-by-side returns with another fund. PSHCX alternatives are available in the Mutual Fund Screener.