PSTAX Mutual Fund

PSTAX Mutual Fund

NAV$21.70
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Returns Overview

1 Month
+4.57%
3 Months
+0.38%
6 Months
+23.28%
YTD
+8.13%
1 Year
+6.46%
3 Years (annualized)
+13.50%
5 Years (annualized)
+3.16%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSTAX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+8.68%
vs Peers
-0.55%

PSTAX Mutual Fund Performance

PSTAX performance across multiple time periods: 1-month 4.57%, YTD 8.13%, 1-year 6.46%, 3-year 13.50%, 5-year 3.16%, 10-year 12.81%.

PSTAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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