PSLIX Mutual Fund

PSLIX Mutual Fund

NAV$33.01
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Returns Overview

1 Month
-5.55%
3 Months
-9.59%
6 Months
+8.38%
YTD
+6.14%
1 Year
+11.38%
3 Years (annualized)
+13.24%
5 Years (annualized)
+5.17%
10 Years (annualized)
+10.24%

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
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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 Index(^RUT)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+10.34%
vs Peers
-4.20%

PSLIX Mutual Fund Performance

PSLIX performance across multiple time periods: 1-month -5.55%, YTD 6.14%, 1-year 11.38%, 3-year 13.24%, 5-year 5.17%, 10-year 10.24%.

PSLIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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