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PSLIX: SMALLCAP FUND FKA SMALLCAP BLEND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 29.3 0.13(0.45%) July 25
See more info about PSLIXAsset Class: | SMALL BLEND |
MyPlanIQ Rating: | (74%) |
Start Date: | 12/20/2001 |
Last Dividend Date: | 12/20/2024 |
12-Mo. Yield | 1.89% |
Expenses | 1.19% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/2005 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.4 | 3.1 | 4.7 | 6.6 | 7.6 | 6.1 | 10.0 | 7.2 | 7.1 |
Sharpe Ratio ? | NA | 0.07 | 0.01 | 0.22 | 0.24 | 0.2 | NA | NA | 0.28 |
Draw Down(%) ? | NA | 25.1 | 26.2 | 26.2 | 35.8 | 42.0 | NA | NA | 59.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2005
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See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
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- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) 0.38% (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) 0.54% (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) 0.63% (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) 0.37% (99%)
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- EES (WisdomTree U.S. SmallCap Fund) 0.36% (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) 0.08% (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) 0.29% (97%)
- IJR (iShares Core S&P Small Cap ETF) 0.53% (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) 0.50% (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) 0.70% (97%)
- VB (Vanguard Small-Cap ETF) 0.62% (96%)
- SCHA (Schwab U.S. Small-Cap ETF) 0.57% (23%)