PSOCX Mutual Fund

PSOCX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.20%
3 Months
-0.03%
6 Months
+3.71%
YTD
+7.91%
1 Year
+8.50%
3 Years (annualized)
+22.53%
5 Years (annualized)
+9.81%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.73%
vs Peers
-1.83%

PSOCX Mutual Fund Performance

PSOCX performance across multiple time periods: 1-month -0.20%, YTD 7.91%, 1-year 8.50%, 3-year 22.53%, 5-year 9.81%, 10-year 13.80%.

PSOCX returns trail the peer average of 9.73% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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