PSTAX Mutual Fund

PSTAX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
-5.56%
3 Months
+5.09%
6 Months
+3.14%
YTD
+1.73%
1 Year
+0.72%
3 Years (annualized)
+12.39%
5 Years (annualized)
+4.03%
10 Years (annualized)
+12.71%

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
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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)
+1.73%
Peer Avg (YTD)
+6.23%
vs Peers
-4.51%

PSTAX Mutual Fund Performance

PSTAX performance across multiple time periods: 1-month -5.56%, YTD 1.73%, 1-year 0.72%, 3-year 12.39%, 5-year 4.03%, 10-year 12.71%.

PSTAX returns trail the peer average of 6.23% 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.