PSOCX Mutual Fund

NAV$9.78

Returns Overview

1 Month
-2.49%
3 Months
+1.14%
6 Months
+2.62%
YTD
+4.15%
1 Year
+21.89%
3 Years (annualized)
+22.22%
5 Years (annualized)
+12.46%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+8.36%
vs Peers
-4.20%

PSOCX Mutual Fund Performance

PSOCX performance across multiple time periods: 1-month -2.49%, YTD 4.15%, 1-year 21.89%, 3-year 22.22%, 5-year 12.46%, 10-year 14.79%.

PSOCX returns trail the peer average of 8.36% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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