PSPCX Mutual Fund

PSPCX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-0.83%
3 Months
+1.63%
6 Months
+17.37%
YTD
+11.41%
1 Year
+14.45%
3 Years (annualized)
+22.79%
5 Years (annualized)
+14.51%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPCX 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)
+11.41%
Peer Avg (YTD)
+16.41%
vs Peers
-4.99%

PSPCX Mutual Fund Performance

PSPCX performance across multiple time periods: 1-month -0.83%, YTD 11.41%, 1-year 14.45%, 3-year 22.79%, 5-year 14.51%, 10-year 15.74%.

PSPCX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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