PSPLX Mutual Fund

PSPLX Mutual Fund

NAV$5.88
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Returns Overview

1 Month
+0.16%
3 Months
-2.01%
6 Months
-5.34%
YTD
-6.06%
1 Year
-9.12%
3 Years (annualized)
-8.62%
5 Years (annualized)
-6.49%
10 Years (annualized)
-10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPLX 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)
-6.06%
Peer Avg (YTD)
-0.65%
vs Peers
-5.42%

PSPLX Mutual Fund Performance

PSPLX performance across multiple time periods: 1-month 0.16%, YTD -6.06%, 1-year -9.12%, 3-year -8.62%, 5-year -6.49%, 10-year -10.26%.

PSPLX returns trail the peer average of -0.65% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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