PSSSX Mutual Fund

NAV$31.02

Returns Overview

1 Month
+9.74%
3 Months
+7.68%
6 Months
+14.76%
YTD
+17.02%
1 Year
+27.56%
3 Years (annualized)
+4.41%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSSSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+17.02%
Peer Avg (YTD)
+20.35%
vs Peers
-3.33%

PSSSX Mutual Fund Performance

PSSSX performance across multiple time periods: 1-month 9.74%, YTD 17.02%, 1-year 27.56%, 3-year 4.41%, 5-year 9.37%, 10-year 9.14%.

PSSSX returns trail the peer average of 20.35% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

PSSSX performance comparison shows side-by-side returns with another fund. PSSSX alternatives are available in the Mutual Fund Screener.