PSPLX Mutual Fund

PSPLX Mutual Fund

NAV$5.97
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Returns Overview

1 Month
+2.40%
3 Months
-0.83%
6 Months
-2.82%
YTD
-6.84%
1 Year
-5.68%
3 Years (annualized)
-12.08%
5 Years (annualized)
-5.75%
10 Years (annualized)
-10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.84%
Peer Avg (YTD)
+8.19%
vs Peers
-15.03%

PSPLX Mutual Fund Performance

PSPLX performance across multiple time periods: 1-month 2.40%, YTD -6.84%, 1-year -5.68%, 3-year -12.08%, 5-year -5.75%, 10-year -10.58%.

PSPLX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

PSPLX vs another fund shows side-by-side returns. PSPLX alternatives are available in the Mutual Fund Screener.