PSILX Mutual Fund

PSILX Mutual Fund

NAV$19.13
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Returns Overview

1 Month
-3.54%
3 Months
-3.64%
6 Months
+1.65%
YTD
+9.22%
1 Year
+12.55%
3 Years (annualized)
+18.96%
5 Years (annualized)
+6.25%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSILX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+8.21%
vs Peers
+1.01%

PSILX Mutual Fund Performance

PSILX performance across multiple time periods: 1-month -3.54%, YTD 9.22%, 1-year 12.55%, 3-year 18.96%, 5-year 6.25%, 10-year 8.26%.

PSILX returns outperform the peer average of 8.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

PSILX vs another fund shows side-by-side returns. PSILX alternatives are available in the Mutual Fund Screener.