PSPFX Mutual Fund

PSPFX Mutual Fund

NAV$4.83
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Returns Overview

1 Month
-1.81%
3 Months
-18.15%
6 Months
-14.07%
YTD
-7.93%
1 Year
+42.79%
3 Years (annualized)
+13.20%
5 Years (annualized)
+6.20%
10 Years (annualized)
+6.61%

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
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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)
-7.93%
Peer Avg (YTD)
-3.00%
vs Peers
-4.94%

PSPFX Mutual Fund Performance

PSPFX performance across multiple time periods: 1-month -1.81%, YTD -7.93%, 1-year 42.79%, 3-year 13.20%, 5-year 6.20%, 10-year 6.61%.

PSPFX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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