PSRPX Mutual Fund

PSRPX Mutual Fund

NAV$8.94
See how much of PSRPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+0.76%
6 Months
+1.42%
YTD
+1.40%
1 Year
+4.51%
3 Years (annualized)
+7.67%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRPX 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
ICE Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.12%
vs Peers
+1.28%

PSRPX Mutual Fund Performance

PSRPX performance across multiple time periods: 1-month 0.31%, YTD 1.40%, 1-year 4.51%, 3-year 7.67%, 5-year 5.46%, 10-year 4.17%.

PSRPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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