PSLCX Mutual Fund

PSLCX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-2.84%
3 Months
+6.58%
6 Months
+12.79%
YTD
+18.36%
1 Year
+28.56%
3 Years (annualized)
+12.24%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLCX 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)
+18.36%
Peer Avg (YTD)
+15.31%
vs Peers
+3.05%

PSLCX Mutual Fund Performance

PSLCX performance across multiple time periods: 1-month -2.84%, YTD 18.36%, 1-year 28.56%, 3-year 12.24%, 5-year 7.99%, 10-year 10.10%.

PSLCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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