PFPMX Mutual Fund

PFPMX Mutual Fund

NAV$39.82
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Returns Overview

1 Month
-5.18%
3 Months
-9.68%
6 Months
+3.59%
YTD
+0.13%
1 Year
+2.44%
3 Years (annualized)
+12.58%
5 Years (annualized)
+4.09%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+6.73%
vs Peers
-6.60%

PFPMX Mutual Fund Performance

PFPMX performance across multiple time periods: 1-month -5.18%, YTD 0.13%, 1-year 2.44%, 3-year 12.58%, 5-year 4.09%, 10-year 8.56%.

PFPMX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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