PSPCX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-1.73%
3 Months
-0.11%
6 Months
+0.89%
YTD
+2.48%
1 Year
+21.72%
3 Years (annualized)
+22.44%
5 Years (annualized)
+15.17%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPCX 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)
+2.48%
Peer Avg (YTD)
+16.06%
vs Peers
-13.58%

PSPCX Mutual Fund Performance

PSPCX performance across multiple time periods: 1-month -1.73%, YTD 2.48%, 1-year 21.72%, 3-year 22.44%, 5-year 15.17%, 10-year 15.91%.

PSPCX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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