PSIBX Mutual Fund

PSIBX Mutual Fund

NAV$5.50
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Returns Overview

1 Month
+1.10%
3 Months
+4.54%
6 Months
+4.90%
YTD
+5.03%
1 Year
+8.93%
3 Years (annualized)
+0.14%
5 Years (annualized)
-0.32%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIBX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+3.81%
vs Peers
+1.23%

PSIBX Mutual Fund Performance

PSIBX performance across multiple time periods: 1-month 1.10%, YTD 5.03%, 1-year 8.93%, 3-year 0.14%, 5-year -0.32%, 10-year 0.76%.

PSIBX returns outperform the peer average of 3.81% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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