PFIEX Mutual Fund

PFIEX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
-3.28%
3 Months
-0.07%
6 Months
+8.81%
YTD
+8.81%
1 Year
+14.59%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.20%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+9.29%
vs Peers
-0.48%

PFIEX Mutual Fund Performance

PFIEX performance across multiple time periods: 1-month -3.28%, YTD 8.81%, 1-year 14.59%, 3-year 18.12%, 5-year 9.20%, 10-year 9.20%.

PFIEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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