PSPRX Mutual Fund

NAV$11.59

Returns Overview

1 Month
-1.78%
3 Months
+0.52%
6 Months
+1.85%
YTD
+3.48%
1 Year
+21.89%
3 Years (annualized)
+22.31%
5 Years (annualized)
+13.06%
10 Years (annualized)
+14.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSPRX 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)
+3.48%
Peer Avg (YTD)
+16.06%
vs Peers
-12.58%

PSPRX Mutual Fund Performance

PSPRX performance across multiple time periods: 1-month -1.78%, YTD 3.48%, 1-year 21.89%, 3-year 22.31%, 5-year 13.06%, 10-year 14.93%.

PSPRX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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