PSIPX Mutual Fund

PSIPX Mutual Fund

NAV$11.52
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Returns Overview

1 Month
-0.08%
3 Months
+0.07%
6 Months
+2.66%
YTD
+4.15%
1 Year
+5.50%
3 Years (annualized)
+1.60%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIPX 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 Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+4.36%
vs Peers
-0.21%

PSIPX Mutual Fund Performance

PSIPX performance across multiple time periods: 1-month -0.08%, YTD 4.15%, 1-year 5.50%, 3-year 1.60%, 5-year 1.51%, 10-year 1.63%.

PSIPX returns trail the peer average of 4.36% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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