PFOAX Mutual Fund

PFOAX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.53%
3 Months
-2.91%
6 Months
-0.53%
YTD
-2.09%
1 Year
-1.26%
3 Years (annualized)
+4.46%
5 Years (annualized)
+0.96%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFOAX 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 Global Aggregate Bond ex-USD hedged Index(^BBGGAAGEUHI)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
-1.59%
vs Peers
-0.50%

PFOAX Mutual Fund Performance

PFOAX performance across multiple time periods: 1-month -1.53%, YTD -2.09%, 1-year -1.26%, 3-year 4.46%, 5-year 0.96%, 10-year 1.57%.

PFOAX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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