PSOCX Mutual Fund

PSOCX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+2.60%
3 Months
+0.87%
6 Months
+10.17%
YTD
+10.75%
1 Year
+18.77%
3 Years (annualized)
+22.39%
5 Years (annualized)
+11.67%
10 Years (annualized)
+14.53%

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)
+10.75%
Peer Avg (YTD)
+11.40%
vs Peers
-0.65%

PSOCX Mutual Fund Performance

PSOCX performance across multiple time periods: 1-month 2.60%, YTD 10.75%, 1-year 18.77%, 3-year 22.39%, 5-year 11.67%, 10-year 14.53%.

PSOCX returns trail the peer average of 11.40% 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.