PSCHX Mutual Fund

PSCHX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
-3.95%
3 Months
-7.73%
6 Months
+9.09%
YTD
+8.86%
1 Year
+15.75%
3 Years (annualized)
+13.67%
5 Years (annualized)
+5.28%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSCHX 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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+10.34%
vs Peers
-1.48%

PSCHX Mutual Fund Performance

PSCHX performance across multiple time periods: 1-month -3.95%, YTD 8.86%, 1-year 15.75%, 3-year 13.67%, 5-year 5.28%, 10-year 11.10%.

PSCHX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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