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PSPFX: GLOBAL RESOURCES FUND GLOBAL RESOURCES FUND (MUTUAL FUND)
Basic Info 4.89 0.3(5.78%) June 05
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 12/28/1989 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 1.32% |
| Expenses | 1.60% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -9.3 | -25.2 | 17.2 | 7.4 | 0.4 | 5.4 | -1.3 | 0.0 | 4.2 | 82.0 | -3.7 | -7.7 | -12.4 | 14.0 | 37.1 | 7.8 | -25.0 | 19.6 | 15.0 | -28.4 | -28.7 | -0.7 | 6.9 | -18.6 | 38.0 | 68.3 | -62.1 | 40.2 | 21.9 | 49.0 | 30.4 | 99.6 | 17.8 | -13.5 | 10.7 | 14.5 | -38.5 | -2.4 | 34.0 | 7.7 | -10.1 | 15.8 | -2.7 | 2.2 | -21.7 | -5.1 |
| Sharpe Ratio | NA | -0.7 | 0.76 | 0.32 | 0.0 | 0.2 | NA | NA | 0.1 | 3.68 | -0.64 | -0.69 | -0.46 | 0.59 | 1.04 | 0.6 | -1.62 | 1.73 | 0.99 | -1.64 | -1.38 | -0.06 | 0.41 | -0.61 | 1.55 | 1.89 | -1.17 | 1.48 | 0.77 | 1.85 | 1.65 | 5.44 | 0.79 | -0.9 | 0.27 | 0.62 | -2.36 | -0.29 | 2.98 | 0.47 | -1.2 | 1.52 | -0.5 | -0.16 | -1.46 | NA |
| Draw Down(%) | NA | 35.9 | 35.9 | 35.9 | 39.2 | 56.8 | NA | NA | 79.1 | 12.8 | 11.6 | 24.2 | 32.2 | 15.1 | 43.2 | 9.8 | 32.3 | 10.4 | 11.0 | 32.9 | 39.1 | 15.1 | 17.4 | 34.1 | 17.8 | 19.8 | 72.2 | 20.1 | 24.6 | 21.2 | 15.2 | 8.4 | 35.4 | 27.3 | 14.7 | 14.9 | 42.1 | 33.0 | 7.3 | 7.2 | 17.7 | 4.7 | 10.9 | 7.1 | 23.7 | 5.1 |
| Standard Deviation(%) | NA | 57.4 | 40.2 | 27.4 | 26.6 | 23.8 | NA | NA | 22.6 | 22.0 | 16.1 | 17.3 | 29.8 | 23.6 | 35.3 | 10.8 | 16.3 | 11.0 | 14.9 | 17.4 | 20.8 | 14.0 | 16.8 | 30.4 | 24.5 | 36.0 | 53.6 | 25.4 | 24.4 | 25.3 | 17.8 | 18.2 | 21.1 | 17.9 | 24.3 | 18.4 | 17.8 | 20.0 | 10.1 | 8.3 | 10.9 | 9.0 | 10.3 | 9.5 | 18.4 | 0.0 |
| Treynor Ratio | NA | -0.38 | 0.3 | 0.1 | 0.0 | 0.06 | NA | NA | 0.03 | 1.02 | -0.12 | -0.16 | -0.17 | 0.17 | 0.47 | 0.11 | -0.37 | 0.47 | 0.45 | -0.52 | -0.3 | -0.01 | 0.1 | -0.21 | 0.39 | 0.76 | -0.79 | 0.37 | 0.22 | 0.58 | 0.38 | 1.87 | 0.56 | -0.26 | 0.08 | 0.13 | -0.52 | -0.05 | 0.38 | 0.06 | -0.16 | 0.26 | -0.1 | -0.03 | -0.31 | 0.0 |
| Alpha | NA | -0.28 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA | -0.01 | 0.13 | 0.0 | -0.03 | -0.07 | -0.03 | 0.11 | -0.01 | -0.06 | 0.06 | 0.02 | -0.07 | -0.08 | -0.05 | 0.02 | -0.05 | 0.06 | 0.06 | -0.19 | -0.01 | 0.05 | 0.03 | 0.02 | 0.22 | 0.07 | -0.04 | -0.07 | -0.03 | -0.14 | 0.06 | 0.07 | 0.0 | -0.05 | 0.02 | 0.0 | 0.0 | -0.09 | NA |
| Beta | NA | 1.05 | 1.03 | 0.87 | 0.88 | 0.76 | NA | NA | 0.78 | 0.79 | 0.86 | 0.74 | 0.82 | 0.82 | 0.77 | 0.59 | 0.71 | 0.41 | 0.33 | 0.55 | 0.96 | 0.76 | 0.71 | 0.87 | 0.97 | 0.9 | 0.8 | 1.0 | 0.85 | 0.81 | 0.78 | 0.53 | 0.3 | 0.63 | 0.84 | 0.86 | 0.8 | 1.21 | 0.8 | 0.67 | 0.82 | 0.52 | 0.52 | 0.44 | 0.87 | NA |
| RSquared | NA | 0.15 | 0.21 | 0.36 | 0.51 | 0.55 | NA | NA | 0.67 | 0.52 | 0.72 | 0.65 | 0.72 | 0.6 | 0.79 | 0.59 | 0.7 | 0.31 | 0.33 | 0.66 | 0.87 | 0.77 | 0.85 | 0.93 | 0.87 | 0.94 | 0.92 | 0.87 | 0.78 | 0.56 | 0.63 | 0.18 | 0.11 | 0.77 | 0.8 | 0.77 | 0.74 | 0.62 | 0.4 | 0.37 | 0.5 | 0.32 | 0.28 | 0.24 | 0.19 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 4.0 | 0.0 | 11.9 | 17.6 | 7.1 | 2.0 | 3.3 | 3.5 | 3.8 | 0.8 | 0.0 | 3.5 | 2.3 | 2.8 | 3.2 | 0.0 | 7.4 | 21.7 | 18.1 | 13.0 | 7.3 | 2.9 | 2.4 | 0.0 | 0.0 | 0.0 | 3.9 | 12.9 | 15.6 | 0.2 | 4.3 | 0.2 | 0.7 | 1.2 | 0.5 | 6.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -66.0 | N/A | -100.0 | -37.2 | 225.2 | 275.0 | -57.1 | 12.1 | 4.6 | 230.2 | N/A | -100.0 | 60.6 | -35.7 | 15.5 | N/A | -100.0 | -57.5 | 19.7 | 89.4 | 114.6 | 404.8 | 43.2 | N/A | N/A | N/A | -100.0 | -73.9 | -3.7 | 9300.0 | -96.4 | 2700.0 | -75.0 | -42.9 | 75.0 | -92.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1983
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