PFICX Mutual Fund

PFICX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-0.20%
3 Months
+1.15%
6 Months
+2.89%
YTD
+1.73%
1 Year
+2.51%
3 Years (annualized)
+5.46%
5 Years (annualized)
+4.49%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFICX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+0.50%
vs Peers
+1.23%

PFICX Mutual Fund Performance

PFICX performance across multiple time periods: 1-month -0.20%, YTD 1.73%, 1-year 2.51%, 3-year 5.46%, 5-year 4.49%, 10-year 3.31%.

PFICX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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