PSYGX Mutual Fund

NAV$101.44

Returns Overview

1 Month
+8.60%
3 Months
+28.88%
6 Months
+28.59%
YTD
+25.81%
1 Year
+37.74%
3 Years (annualized)
+22.52%
5 Years (annualized)
+10.51%
10 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSYGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.81%
Peer Avg (YTD)
+18.52%
vs Peers
+7.29%

PSYGX Mutual Fund Performance

PSYGX performance across multiple time periods: 1-month 8.60%, YTD 25.81%, 1-year 37.74%, 3-year 22.52%, 5-year 10.51%, 10-year 17.11%.

PSYGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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