PFONX Mutual Fund

PFONX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.51%
3 Months
-2.85%
6 Months
-0.40%
YTD
-1.90%
1 Year
-1.01%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.21%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFONX 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)
-1.90%
Peer Avg (YTD)
-1.59%
vs Peers
-0.32%

PFONX Mutual Fund Performance

PFONX performance across multiple time periods: 1-month -1.51%, YTD -1.90%, 1-year -1.01%, 3-year 4.73%, 5-year 1.21%, 10-year 2.41%.

PFONX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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