PFOCX Mutual Fund

PFOCX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.59%
3 Months
-3.10%
6 Months
-0.90%
YTD
-2.64%
1 Year
-2.00%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.21%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFOCX 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
PROUpgrade to run
🏦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)
-2.64%
Peer Avg (YTD)
-1.59%
vs Peers
-1.05%

PFOCX Mutual Fund Performance

PFOCX performance across multiple time periods: 1-month -1.59%, YTD -2.64%, 1-year -2.00%, 3-year 3.68%, 5-year 0.21%, 10-year 0.81%.

PFOCX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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