PFISX Mutual Fund

PFISX Mutual Fund

NAV$10.59
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Returns Overview

1 Month
-5.26%
3 Months
-2.28%
6 Months
+3.93%
YTD
+0.81%
1 Year
+3.28%
3 Years (annualized)
+14.49%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFISX 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 World Ex USA Small Cap Index NTR
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+7.86%
vs Peers
-7.05%

PFISX Mutual Fund Performance

PFISX performance across multiple time periods: 1-month -5.26%, YTD 0.81%, 1-year 3.28%, 3-year 14.49%, 5-year 3.83%, 10-year 6.63%.

PFISX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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