PSPCX Mutual Fund

PSPCX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+2.58%
3 Months
+1.37%
6 Months
+11.96%
YTD
+12.34%
1 Year
+19.50%
3 Years (annualized)
+22.79%
5 Years (annualized)
+14.51%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPCX 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)
+12.34%
Peer Avg (YTD)
+14.35%
vs Peers
-2.01%

PSPCX Mutual Fund Performance

PSPCX performance across multiple time periods: 1-month 2.58%, YTD 12.34%, 1-year 19.50%, 3-year 22.79%, 5-year 14.51%, 10-year 15.74%.

PSPCX returns trail the peer average of 14.35% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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