PSOPX Mutual Fund

PSOPX Mutual Fund

NAV$32.72
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Returns Overview

1 Month
-5.33%
3 Months
-5.96%
6 Months
+11.16%
YTD
+14.64%
1 Year
+21.15%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSOPX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+10.34%
vs Peers
+4.30%

PSOPX Mutual Fund Performance

PSOPX performance across multiple time periods: 1-month -5.33%, YTD 14.64%, 1-year 21.15%, 3-year 17.22%, 5-year 8.70%, 10-year 9.50%.

PSOPX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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