PSOAX Mutual Fund

NAV$31.06

Returns Overview

1 Month
+5.16%
3 Months
+18.13%
6 Months
+22.60%
YTD
+21.73%
1 Year
+41.92%
3 Years (annualized)
+17.82%
5 Years (annualized)
+8.39%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSOAX 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)
+21.73%
Peer Avg (YTD)
+18.52%
vs Peers
+3.20%

PSOAX Mutual Fund Performance

PSOAX performance across multiple time periods: 1-month 5.16%, YTD 21.73%, 1-year 41.92%, 3-year 17.82%, 5-year 8.39%, 10-year 10.02%.

PSOAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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