PSCZX Mutual Fund

PSCZX Mutual Fund

NAV$27.75
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Returns Overview

1 Month
-3.93%
3 Months
-7.66%
6 Months
+9.26%
YTD
+9.13%
1 Year
+16.17%
3 Years (annualized)
+14.10%
5 Years (annualized)
+5.67%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSCZX 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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+10.34%
vs Peers
-1.21%

PSCZX Mutual Fund Performance

PSCZX performance across multiple time periods: 1-month -3.93%, YTD 9.13%, 1-year 16.17%, 3-year 14.10%, 5-year 5.67%, 10-year 11.50%.

PSCZX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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