PSILX Mutual Fund

NAV$20.08

Returns Overview

1 Month
+0.76%
3 Months
+13.85%
6 Months
+13.46%
YTD
+11.79%
1 Year
+28.90%
3 Years (annualized)
+17.97%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSILX 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
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+9.13%
vs Peers
+2.66%

PSILX Mutual Fund Performance

PSILX performance across multiple time periods: 1-month 0.76%, YTD 11.79%, 1-year 28.90%, 3-year 17.97%, 5-year 7.50%, 10-year 9.44%.

PSILX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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