PSRIX Mutual Fund

NAV$8.91

Returns Overview

1 Month
+0.05%
3 Months
+1.79%
6 Months
+1.13%
YTD
+1.13%
1 Year
+4.89%
3 Years (annualized)
+8.15%
5 Years (annualized)
+5.50%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year US High Yield Constrained Index(^ICEBOFAML1T5YUSHYCI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+3.23%
vs Peers
-2.09%

PSRIX Mutual Fund Performance

PSRIX performance across multiple time periods: 1-month 0.05%, YTD 1.13%, 1-year 4.89%, 3-year 8.15%, 5-year 5.50%, 10-year 4.36%.

PSRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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