PSLDX Mutual Fund

NAV$17.95

Returns Overview

1 Month
-0.56%
3 Months
+16.49%
6 Months
+9.15%
YTD
+9.09%
1 Year
+23.21%
3 Years (annualized)
+17.40%
5 Years (annualized)
+4.57%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSLDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+6.73%
vs Peers
+2.37%

PSLDX Mutual Fund Performance

PSLDX performance across multiple time periods: 1-month -0.56%, YTD 9.09%, 1-year 23.21%, 3-year 17.40%, 5-year 4.57%, 10-year 13.34%.

PSLDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 3.65%, investors should weigh costs against performance when evaluating this mutual fund.

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