PSILX Mutual Fund

PSILX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
-0.10%
3 Months
+5.49%
6 Months
+7.09%
YTD
+13.34%
1 Year
+26.96%
3 Years (annualized)
+15.54%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.00%

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
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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
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+9.42%
vs Peers
+3.92%

PSILX Mutual Fund Performance

PSILX performance across multiple time periods: 1-month -0.10%, YTD 13.34%, 1-year 26.96%, 3-year 15.54%, 5-year 7.90%, 10-year 9.00%.

PSILX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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