PSOAX Mutual Fund

PSOAX Mutual Fund

NAV$33.12
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Returns Overview

1 Month
+15.73%
3 Months
+9.59%
6 Months
+17.06%
YTD
+32.41%
1 Year
+38.53%
3 Years (annualized)
+25.26%
5 Years (annualized)
+9.89%
10 Years (annualized)
+10.59%

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
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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)
+32.41%
Peer Avg (YTD)
+12.21%
vs Peers
+20.20%

PSOAX Mutual Fund Performance

PSOAX performance across multiple time periods: 1-month 15.73%, YTD 32.41%, 1-year 38.53%, 3-year 25.26%, 5-year 9.89%, 10-year 10.59%.

PSOAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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