PSEPX Mutual Fund

NAV$19.72

Returns Overview

1 Month
+2.38%
3 Months
+3.78%
6 Months
+6.43%
YTD
+5.56%
1 Year
+13.29%
3 Years
+14.01%
5 Years
+11.26%
10 Years
+9.33%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+5.56%
Peer Avg (YTD)
+5.12%
vs Peers
+0.45%

PSEPX Mutual Fund Performance

PSEPX performance across multiple time periods: 1-month 2.38%, YTD 5.56%, 1-year 13.29%, 3-year 14.01%, 5-year 11.26%, 10-year 9.33%.

PSEPX returns outperform the peer average of 5.12% YTD. With an expense ratio of 1.03%, 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.