PSHIX Mutual Fund

PSHIX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
+0.25%
3 Months
+0.46%
6 Months
+0.57%
YTD
+0.90%
1 Year
+2.30%
3 Years (annualized)
+4.68%
5 Years (annualized)
+2.48%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+2.15%
vs Peers
-1.25%

PSHIX Mutual Fund Performance

PSHIX performance across multiple time periods: 1-month 0.25%, YTD 0.90%, 1-year 2.30%, 3-year 4.68%, 5-year 2.48%, 10-year 2.40%.

PSHIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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