PSLAX Mutual Fund

PSLAX Mutual Fund

NAV$19.12
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Returns Overview

1 Month
-2.75%
3 Months
+6.78%
6 Months
+13.21%
YTD
+18.92%
1 Year
+29.61%
3 Years (annualized)
+13.09%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.92%
Peer Avg (YTD)
+15.31%
vs Peers
+3.60%

PSLAX Mutual Fund Performance

PSLAX performance across multiple time periods: 1-month -2.75%, YTD 18.92%, 1-year 29.61%, 3-year 13.09%, 5-year 8.78%, 10-year 10.12%.

PSLAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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