PSLBX Mutual Fund

NAV$11.18

Returns Overview

1 Month
-2.00%
3 Months
+6.73%
6 Months
+10.86%
YTD
+7.61%
1 Year
+19.12%
3 Years (annualized)
+6.08%
5 Years (annualized)
+13.09%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLBX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+10.69%
vs Peers
-3.08%

PSLBX Mutual Fund Performance

PSLBX performance across multiple time periods: 1-month -2.00%, YTD 7.61%, 1-year 19.12%, 3-year 6.08%, 5-year 13.09%, 10-year 6.96%.

PSLBX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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