PSECX Mutual Fund

NAV$19.47

Returns Overview

1 Month
+2.30%
3 Months
+3.50%
6 Months
+5.91%
YTD
+5.37%
1 Year
+12.05%
3 Years
+12.84%
5 Years
+10.12%
10 Years
+8.27%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PSECX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+5.12%
vs Peers
+0.26%

PSECX Mutual Fund Performance

PSECX performance across multiple time periods: 1-month 2.30%, YTD 5.37%, 1-year 12.05%, 3-year 12.84%, 5-year 10.12%, 10-year 8.27%.

PSECX returns outperform the peer average of 5.12% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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