PSPIX Mutual Fund

PSPIX Mutual Fund

NAV$30.56
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+7.26%
3 Months
+19.62%
6 Months
+23.81%
YTD
+22.56%
1 Year
+48.94%
3 Years (annualized)
+17.89%
5 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.56%
Peer Avg (YTD)
+18.52%
vs Peers
+4.04%

PSPIX Mutual Fund Performance

PSPIX performance across multiple time periods: 1-month 7.26%, YTD 22.56%, 1-year 48.94%, 3-year 17.89%, 5-year 8.30%.

PSPIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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