PSTWX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
+9.29%
3 Months
+6.12%
6 Months
+11.42%
YTD
+13.44%
1 Year
+26.52%
3 Years (annualized)
+8.80%
5 Years (annualized)
+11.38%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSTWX 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

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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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+20.35%
vs Peers
-6.91%

PSTWX Mutual Fund Performance

PSTWX performance across multiple time periods: 1-month 9.29%, YTD 13.44%, 1-year 26.52%, 3-year 8.80%, 5-year 11.38%, 10-year 8.53%.

PSTWX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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