PSEPX Mutual Fund

NAV$20.69

Returns Overview

1 Month
+3.61%
3 Months
+1.32%
6 Months
+2.73%
YTD
+5.62%
1 Year
+6.55%
3 Years (annualized)
+11.81%
5 Years (annualized)
+8.14%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSEPX 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

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)
+5.62%
Peer Avg (YTD)
+9.49%
vs Peers
-3.87%

PSEPX Mutual Fund Performance

PSEPX performance across multiple time periods: 1-month 3.61%, YTD 5.62%, 1-year 6.55%, 3-year 11.81%, 5-year 8.14%, 10-year 8.12%.

PSEPX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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