PSSIX Mutual Fund

NAV$30.59

Returns Overview

1 Month
+7.22%
3 Months
+19.61%
6 Months
+23.74%
YTD
+22.54%
1 Year
+48.84%
3 Years (annualized)
+17.83%
5 Years (annualized)
+8.24%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.54%
Peer Avg (YTD)
+18.52%
vs Peers
+4.02%

PSSIX Mutual Fund Performance

PSSIX performance across multiple time periods: 1-month 7.22%, YTD 22.54%, 1-year 48.84%, 3-year 17.83%, 5-year 8.24%, 10-year 11.85%.

PSSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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