PFCOX Mutual Fund

PFCOX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-2.50%
3 Months
-2.70%
6 Months
-0.92%
YTD
-1.42%
1 Year
-0.28%
3 Years (annualized)
+5.14%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFCOX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
-1.42%
Peer Avg (YTD)
+2.46%
vs Peers
-3.88%

PFCOX Mutual Fund Performance

PFCOX performance across multiple time periods: 1-month -2.50%, YTD -1.42%, 1-year -0.28%, 3-year 5.14%, 5-year 1.15%.

PFCOX returns trail the peer average of 2.46% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

PFCOX vs another fund shows side-by-side returns. PFCOX alternatives are available in the Mutual Fund Screener.