PSTAX Mutual Fund

PSTAX Mutual Fund

NAV$21.87
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Returns Overview

1 Month
+1.65%
3 Months
-2.30%
6 Months
+9.23%
YTD
+3.40%
1 Year
+2.19%
3 Years (annualized)
+13.50%
5 Years (annualized)
+3.16%
10 Years (annualized)
+12.81%

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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+8.51%
vs Peers
-5.11%

PSTAX Mutual Fund Performance

PSTAX performance across multiple time periods: 1-month 1.65%, YTD 3.40%, 1-year 2.19%, 3-year 13.50%, 5-year 3.16%, 10-year 12.81%.

PSTAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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