PSPAX Mutual Fund

PSPAX Mutual Fund

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Returns Overview

1 Month
-0.87%
3 Months
+1.74%
6 Months
+17.71%
YTD
+11.80%
1 Year
+14.95%
3 Years (annualized)
+23.09%
5 Years (annualized)
+12.78%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+16.41%
vs Peers
-4.61%

PSPAX Mutual Fund Performance

PSPAX performance across multiple time periods: 1-month -0.87%, YTD 11.80%, 1-year 14.95%, 3-year 23.09%, 5-year 12.78%, 10-year 15.15%.

PSPAX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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