PFORX Mutual Fund

PFORX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-1.50%
3 Months
-2.81%
6 Months
-0.32%
YTD
-1.79%
1 Year
-0.85%
3 Years (annualized)
+4.88%
5 Years (annualized)
+1.37%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFORX 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)
-1.79%
Peer Avg (YTD)
-1.59%
vs Peers
-0.20%

PFORX Mutual Fund Performance

PFORX performance across multiple time periods: 1-month -1.50%, YTD -1.79%, 1-year -0.85%, 3-year 4.88%, 5-year 1.37%, 10-year 1.97%.

PFORX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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