PSPFX Mutual Fund

PSPFX Mutual Fund

NAV$4.34
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Returns Overview

1 Month
-7.87%
3 Months
+0.91%
6 Months
-12.75%
YTD
-5.38%
1 Year
+12.76%
3 Years (annualized)
+19.71%
5 Years (annualized)
+9.02%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPFX 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)
-5.38%
Peer Avg (YTD)
+7.76%
vs Peers
-13.14%

PSPFX Mutual Fund Performance

PSPFX performance across multiple time periods: 1-month -7.87%, YTD -5.38%, 1-year 12.76%, 3-year 19.71%, 5-year 9.02%, 10-year 7.76%.

PSPFX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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