PSPRX Mutual Fund

PSPRX Mutual Fund

NAV$12.22
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Returns Overview

1 Month
-0.08%
3 Months
+4.26%
6 Months
+8.23%
YTD
+9.58%
1 Year
+19.29%
3 Years (annualized)
+18.73%
5 Years (annualized)
+11.25%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPRX 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)
+9.58%
Peer Avg (YTD)
+11.56%
vs Peers
-1.97%

PSPRX Mutual Fund Performance

PSPRX performance across multiple time periods: 1-month -0.08%, YTD 9.58%, 1-year 19.29%, 3-year 18.73%, 5-year 11.25%, 10-year 14.47%.

PSPRX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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