PSSIX Mutual Fund

PSSIX Mutual Fund

NAV$28.33
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Returns Overview

1 Month
-5.59%
3 Months
-7.95%
6 Months
+10.10%
YTD
+12.80%
1 Year
+15.81%
3 Years (annualized)
+16.43%
5 Years (annualized)
+7.80%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSSIX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+10.34%
vs Peers
+2.46%

PSSIX Mutual Fund Performance

PSSIX performance across multiple time periods: 1-month -5.59%, YTD 12.80%, 1-year 15.81%, 3-year 16.43%, 5-year 7.80%, 10-year 10.88%.

PSSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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