PSFIX Mutual Fund

PSFIX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+0.04%
3 Months
+1.34%
6 Months
+2.77%
YTD
+2.89%
1 Year
+4.18%
3 Years (annualized)
+6.50%
5 Years (annualized)
+5.67%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSFIX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+0.50%
vs Peers
+2.39%

PSFIX Mutual Fund Performance

PSFIX performance across multiple time periods: 1-month 0.04%, YTD 2.89%, 1-year 4.18%, 3-year 6.50%, 5-year 5.67%, 10-year 4.56%.

PSFIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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