PSTAX Mutual Fund

NAV$21.03

Returns Overview

1 Month
+1.78%
3 Months
+22.81%
6 Months
+7.23%
YTD
+7.72%
1 Year
+14.19%
3 Years (annualized)
+19.01%
5 Years (annualized)
+12.14%
10 Years (annualized)
+19.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSTAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+8.97%
vs Peers
-1.25%

PSTAX Mutual Fund Performance

PSTAX performance across multiple time periods: 1-month 1.78%, YTD 7.72%, 1-year 14.19%, 3-year 19.01%, 5-year 12.14%, 10-year 19.96%.

PSTAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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