PSDSX Mutual Fund

NAV$19.97

Returns Overview

1 Month
+0.35%
6 Months
+0.05%
YTD
+0.40%
1 Year
+4.17%
3 Years (annualized)
+5.21%
5 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSDSX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+3.23%
vs Peers
-2.82%

PSDSX Mutual Fund Performance

PSDSX performance across multiple time periods: 1-month 0.35%, YTD 0.40%, 1-year 4.17%, 3-year 5.21%, 5-year 3.55%.

PSDSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

PSDSX performance comparison shows side-by-side returns with another fund. PSDSX alternatives are available in the Mutual Fund Screener.