PSIOX Mutual Fund

PSIOX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
+0.21%
3 Months
+0.33%
6 Months
+0.31%
YTD
+0.64%
1 Year
+1.86%
3 Years (annualized)
+4.18%
5 Years (annualized)
+1.93%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+2.15%
vs Peers
-1.51%

PSIOX Mutual Fund Performance

PSIOX performance across multiple time periods: 1-month 0.21%, YTD 0.64%, 1-year 1.86%, 3-year 4.18%, 5-year 1.93%, 10-year 1.86%.

PSIOX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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