PFPFX Mutual Fund

PFPFX Mutual Fund

NAV$65.02
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Returns Overview

1 Month
-4.84%
3 Months
-2.00%
6 Months
+15.76%
YTD
+16.56%
1 Year
+23.03%
3 Years (annualized)
+20.58%
5 Years (annualized)
+12.22%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.56%
Peer Avg (YTD)
+10.00%
vs Peers
+6.56%

PFPFX Mutual Fund Performance

PFPFX performance across multiple time periods: 1-month -4.84%, YTD 16.56%, 1-year 23.03%, 3-year 20.58%, 5-year 12.22%, 10-year 10.25%.

PFPFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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