PSRWX Mutual Fund

PSRWX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-0.78%
3 Months
+0.22%
6 Months
+1.74%
YTD
+0.83%
1 Year
+2.12%
3 Years (annualized)
+6.71%
5 Years (annualized)
+4.58%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRWX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.50%
vs Peers
+0.33%

PSRWX Mutual Fund Performance

PSRWX performance across multiple time periods: 1-month -0.78%, YTD 0.83%, 1-year 2.12%, 3-year 6.71%, 5-year 4.58%, 10-year 3.23%.

PSRWX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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