PSPLX Mutual Fund

PSPLX Mutual Fund

NAV$5.83
See how much of PSPLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.30%
3 Months
-1.33%
6 Months
-9.59%
YTD
-9.04%
1 Year
-11.48%
3 Years (annualized)
-10.07%
5 Years (annualized)
-6.48%
10 Years (annualized)
-10.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-9.04%
Peer Avg (YTD)
+6.77%
vs Peers
-15.80%

PSPLX Mutual Fund Performance

PSPLX performance across multiple time periods: 1-month -2.30%, YTD -9.04%, 1-year -11.48%, 3-year -10.07%, 5-year -6.48%, 10-year -10.47%.

PSPLX returns trail the peer average of 6.77% 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.