PSFRX Mutual Fund

NAV$8.42

Returns Overview

1 Month
+0.08%
3 Months
+1.47%
6 Months
+1.53%
YTD
+1.53%
1 Year
+3.79%
3 Years (annualized)
+6.57%
5 Years (annualized)
+5.11%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSFRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-1.70%

PSFRX Mutual Fund Performance

PSFRX performance across multiple time periods: 1-month 0.08%, YTD 1.53%, 1-year 3.79%, 3-year 6.57%, 5-year 5.11%, 10-year 4.42%.

PSFRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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