PSPFX Mutual Fund

NAV$4.65

Returns Overview

1 Month
-18.18%
3 Months
-13.53%
6 Months
-5.66%
YTD
-6.23%
1 Year
+44.76%
3 Years (annualized)
+15.29%
5 Years (annualized)
+6.49%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.23%
Peer Avg (YTD)
-2.18%
vs Peers
-4.05%

PSPFX Mutual Fund Performance

PSPFX performance across multiple time periods: 1-month -18.18%, YTD -6.23%, 1-year 44.76%, 3-year 15.29%, 5-year 6.49%, 10-year 7.84%.

PSPFX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

PSPFX performance comparison shows side-by-side returns with another fund. PSPFX alternatives are available in the Mutual Fund Screener.