PSPRX Mutual Fund

PSPRX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
-0.94%
3 Months
+0.83%
6 Months
+5.12%
YTD
+10.49%
1 Year
+10.92%
3 Years (annualized)
+25.00%
5 Years (annualized)
+11.65%
10 Years (annualized)
+14.75%

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)
+10.49%
Peer Avg (YTD)
+11.26%
vs Peers
-0.77%

PSPRX Mutual Fund Performance

PSPRX performance across multiple time periods: 1-month -0.94%, YTD 10.49%, 1-year 10.92%, 3-year 25.00%, 5-year 11.65%, 10-year 14.75%.

PSPRX returns trail the peer average of 11.26% 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.