PSLIX Mutual Fund

NAV$36.92

Returns Overview

1 Month
+4.86%
3 Months
+19.88%
6 Months
+18.50%
YTD
+17.40%
1 Year
+42.00%
3 Years (annualized)
+16.82%
5 Years (annualized)
+7.18%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLIX 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 Index(^RUT)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+18.52%
vs Peers
-1.12%

PSLIX Mutual Fund Performance

PSLIX performance across multiple time periods: 1-month 4.86%, YTD 17.40%, 1-year 42.00%, 3-year 16.82%, 5-year 7.18%, 10-year 11.85%.

PSLIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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