PSOAX Mutual Fund

PSOAX Mutual Fund

NAV$30.81
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Returns Overview

1 Month
-0.75%
3 Months
+6.82%
6 Months
+13.89%
YTD
+20.82%
1 Year
+39.05%
3 Years (annualized)
+14.91%
5 Years (annualized)
+8.92%
10 Years (annualized)
+9.37%

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)
+20.82%
Peer Avg (YTD)
+15.31%
vs Peers
+5.51%

PSOAX Mutual Fund Performance

PSOAX performance across multiple time periods: 1-month -0.75%, YTD 20.82%, 1-year 39.05%, 3-year 14.91%, 5-year 8.92%, 10-year 9.37%.

PSOAX returns outperform the peer average of 15.31% 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.