PSPLX Mutual Fund

NAV$5.92

Returns Overview

1 Month
+1.73%
3 Months
-10.99%
6 Months
-6.36%
YTD
-6.22%
1 Year
-10.86%
3 Years (annualized)
-9.26%
5 Years (annualized)
-6.93%
10 Years (annualized)
-10.53%

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
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)
-6.22%
Peer Avg (YTD)
+12.13%
vs Peers
-18.35%

PSPLX Mutual Fund Performance

PSPLX performance across multiple time periods: 1-month 1.73%, YTD -6.22%, 1-year -10.86%, 3-year -9.26%, 5-year -6.93%, 10-year -10.53%.

PSPLX returns trail the peer average of 12.13% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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