PSLDX Mutual Fund

PSLDX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
-4.35%
3 Months
+0.91%
6 Months
+3.04%
YTD
+4.35%
1 Year
+15.97%
3 Years (annualized)
+15.02%
5 Years (annualized)
+2.59%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.57%
vs Peers
-2.22%

PSLDX Mutual Fund Performance

PSLDX performance across multiple time periods: 1-month -4.35%, YTD 4.35%, 1-year 15.97%, 3-year 15.02%, 5-year 2.59%, 10-year 12.11%.

PSLDX returns trail the peer average of 6.57% YTD. With an expense ratio of 2.94%, investors should weigh costs against performance when evaluating this mutual fund.

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