Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXSAX (PSI STRATEGIC GROWTH FUND PSI STRATEGIC GROWTH FUND CLASS A SHARES) | NA | -20.79% | 2.01% | 1.96% | 0.64% | NA | NA | … | … |
Data as of 06/29/2023, Common starting date is 08/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXSAX (PSI STRATEGIC GROWTH FUND PSI STRATEGIC GROWTH FUND CLASS A SHARES) | 08/30/2010 | 06/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | -20.79 | 2.01 | 1.96 | 0.64 | NA | NA | … | … | -3.31 | -35.21 | -10.91 | 29.14 | 17.09 | -19.07 | 18.09 | -2.88 | 0.30 | 3.06 | 0.86 | 5.37 | -11.38 | 11.26 |
| Sharpe Ratio | NA | -1.30 | 0.04 | 0.04 | 0.00 | NA | NA | … | … | -0.72 | -1.79 | -0.32 | 1.02 | 0.90 | -1.16 | 3.34 | -0.41 | 0.03 | 0.36 | 0.11 | 0.45 | -0.76 | 4.42 |
| Standard Deviation(%) | NA | 18.69 | 19.34 | 20.59 | 16.15 | NA | NA | … | … | 15.65 | 20.47 | 34.27 | 28.29 | 17.33 | 17.56 | 5.25 | 7.43 | 10.70 | 8.53 | 7.80 | 12.00 | 14.94 | 8.27 |
| Draw Down(%) | NA | 29.85 | 39.20 | 39.20 | 39.20 | NA | NA | … | … | 12.53 | 36.00 | 25.45 | 26.74 | 11.31 | 26.84 | 1.21 | 7.83 | 5.48 | 6.65 | 8.01 | 6.12 | 19.86 | 3.37 |
| Yield(%) | 0.00 | 0.00 | 15.73 | 10.54 | 5.35 | 3.90 | 2.92 | … | … | 0.00 | 0.00 | 30.68 | 5.75 | 6.62 | 0.00 | 1.12 | 0.69 | 1.09 | 1.28 | 0.95 | 3.46 | 0.00 | 0.00 |
Data as of 06/29/2023, Common starting date is 08/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXSAX (PSI STRATEGIC GROWTH FUND PSI STRATEGIC GROWTH FUND CLASS A SHARES) |
-5.19%
Mar 2017 – Mar 2020 |
-2.63%
Mar 2015 – Mar 2020 |
0.24%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXSAX (PSI STRATEGIC GROWTH FUND PSI STRATEGIC GROWTH FUND CLASS A SHARES) |
21.62%
Dec 2018 – Dec 2021 |
11.97%
Aug 2016 – Aug 2021 |
6.26%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart