PSIOX Mutual Fund

NAV$12.04

Returns Overview

1 Month
+0.13%
3 Months
+0.64%
6 Months
+0.44%
YTD
+0.44%
1 Year
+2.51%
3 Years (annualized)
+4.44%
5 Years (annualized)
+1.89%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSIOX 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
Bloomberg Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+3.23%
vs Peers
-2.79%

PSIOX Mutual Fund Performance

PSIOX performance across multiple time periods: 1-month 0.13%, YTD 0.44%, 1-year 2.51%, 3-year 4.44%, 5-year 1.89%, 10-year 1.87%.

PSIOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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