PSPAX Mutual Fund

NAV$10.74

Returns Overview

1 Month
-1.65%
3 Months
+0.37%
6 Months
+1.61%
YTD
+3.27%
1 Year
+22.31%
3 Years (annualized)
+22.69%
5 Years (annualized)
+13.41%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPAX 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)
+3.27%
Peer Avg (YTD)
+16.06%
vs Peers
-12.79%

PSPAX Mutual Fund Performance

PSPAX performance across multiple time periods: 1-month -1.65%, YTD 3.27%, 1-year 22.31%, 3-year 22.69%, 5-year 13.41%, 10-year 15.31%.

PSPAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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