PSSIX Mutual Fund

PSSIX Mutual Fund

NAV$28.73
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Returns Overview

1 Month
-1.91%
3 Months
+6.26%
6 Months
+14.98%
YTD
+21.38%
1 Year
+33.43%
3 Years (annualized)
+13.04%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSSIX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+21.38%
Peer Avg (YTD)
+15.31%
vs Peers
+6.07%

PSSIX Mutual Fund Performance

PSSIX performance across multiple time periods: 1-month -1.91%, YTD 21.38%, 1-year 33.43%, 3-year 13.04%, 5-year 7.24%, 10-year 10.51%.

PSSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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