PSPNX Mutual Fund

PSPNX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
-0.08%
3 Months
+0.13%
6 Months
+4.18%
YTD
+8.83%
1 Year
+9.66%
3 Years (annualized)
+23.79%
5 Years (annualized)
+10.92%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPNX 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)
+8.83%
Peer Avg (YTD)
+9.73%
vs Peers
-0.91%

PSPNX Mutual Fund Performance

PSPNX performance across multiple time periods: 1-month -0.08%, YTD 8.83%, 1-year 9.66%, 3-year 23.79%, 5-year 10.92%, 10-year 14.86%.

PSPNX returns trail the peer average of 9.73% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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