PFIIX Mutual Fund

PFIIX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
-1.55%
3 Months
-1.36%
6 Months
+0.56%
YTD
+0.48%
1 Year
+2.86%
3 Years (annualized)
+7.21%
5 Years (annualized)
+4.31%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIIX 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 Barclays US Aggregate 1-3 Years Index(^BBUAG3Y)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.50%
vs Peers
-0.02%

PFIIX Mutual Fund Performance

PFIIX performance across multiple time periods: 1-month -1.55%, YTD 0.48%, 1-year 2.86%, 3-year 7.21%, 5-year 4.31%, 10-year 4.49%.

PFIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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