PSIAX Mutual Fund

NAV$51.73

Returns Overview

1 Month
-0.99%
3 Months
+15.06%
6 Months
+9.93%
YTD
+9.70%
1 Year
+21.75%
3 Years (annualized)
+19.98%
5 Years (annualized)
+12.82%
10 Years (annualized)
+14.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+9.51%
vs Peers
+0.19%

PSIAX Mutual Fund Performance

PSIAX performance across multiple time periods: 1-month -0.99%, YTD 9.70%, 1-year 21.75%, 3-year 19.98%, 5-year 12.82%, 10-year 14.72%.

PSIAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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