PSPNX Mutual Fund

NAV$12.96

Returns Overview

1 Month
-2.41%
3 Months
+1.65%
6 Months
+3.43%
YTD
+5.02%
1 Year
+23.26%
3 Years (annualized)
+23.04%
5 Years (annualized)
+13.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPNX 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)
+5.02%
Peer Avg (YTD)
+8.36%
vs Peers
-3.33%

PSPNX Mutual Fund Performance

PSPNX performance across multiple time periods: 1-month -2.41%, YTD 5.02%, 1-year 23.26%, 3-year 23.04%, 5-year 13.37%.

PSPNX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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