PSLCX Mutual Fund

NAV$12.24

Returns Overview

1 Month
-0.81%
3 Months
+8.99%
6 Months
+14.71%
YTD
+20.83%
1 Year
+40.92%
3 Years (annualized)
+18.73%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.83%
Peer Avg (YTD)
+18.52%
vs Peers
+2.30%

PSLCX Mutual Fund Performance

PSLCX performance across multiple time periods: 1-month -0.81%, YTD 20.83%, 1-year 40.92%, 3-year 18.73%, 5-year 9.50%, 10-year 10.92%.

PSLCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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