PSOPX Mutual Fund

PSOPX Mutual Fund

NAV$32.68
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Returns Overview

1 Month
+0.09%
3 Months
+4.50%
6 Months
+11.53%
YTD
+21.10%
1 Year
+29.89%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSOPX 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)
+21.10%
Peer Avg (YTD)
+15.20%
vs Peers
+5.90%

PSOPX Mutual Fund Performance

PSOPX performance across multiple time periods: 1-month 0.09%, YTD 21.10%, 1-year 29.89%, 3-year 17.22%, 5-year 8.70%, 10-year 9.50%.

PSOPX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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