PSYPX Mutual Fund

PSYPX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
-0.27%
3 Months
+0.42%
6 Months
+1.80%
YTD
+2.18%
1 Year
+3.36%
3 Years (annualized)
+5.91%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSYPX 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
Bloomberg Barclays US Corporate 1-3 Year Index(^BBUCORP3Y)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+0.50%
vs Peers
+1.68%

PSYPX Mutual Fund Performance

PSYPX performance across multiple time periods: 1-month -0.27%, YTD 2.18%, 1-year 3.36%, 3-year 5.91%, 5-year 4.48%, 10-year 4.00%.

PSYPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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