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1789 Growth and Income P (PSEPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.50-0.10 (-0.57%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.59%
5-Year Average Return9.10%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 19, 2024)25.16%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return25.16%
Worst 3-Yr Total Return3.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSEPXCategory
YTD3.60%4.44%
1-Month-3.84%-4.04%
3-Month4.36%4.09%
1-Year13.62%14.37%
3-Year5.85%6.04%
5-Year8.35%9.20%
10-Year6.57%8.57%
Last Bull Market19.95%22.97%
Last Bear Market-9.17%-11.27%

Annual Total Return (%) History

Year
PSEPXCategory
2024
N/AN/A
2023
11.82%11.63%
2022
-8.65%-5.90%
2021
25.09%26.22%
2020
1.80%2.91%
2019
25.16%25.04%
2018
-4.26%-8.53%
2017
6.25%15.94%
2016
8.37%14.81%
2015
-2.10%-4.05%
2014
8.14%10.21%
2013
N/A31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.75%N/AN/AN/A
20231.64%1.93%-2.35%10.53%
2022-2.11%-9.17%-5.78%9.05%
20216.50%5.08%1.01%10.66%
2020-18.25%9.19%5.64%7.95%
20199.50%5.95%4.78%2.96%
20181.62%0.26%2.78%-8.56%
20170.87%1.21%0.58%3.47%
20163.45%2.37%0.42%1.90%
20150.51%0.65%-7.92%5.10%
20142.38%5.07%-2.07%2.66%
20137.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD67
1-Month41
3-Month40
1-Year54
3-Year55
5-Year70

Load Adjusted Returns

1-Year13.62%
3-Year5.85%
5-Year8.35%
10-Year6.57%