PFRMX Mutual Fund

PFRMX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
-3.26%
3 Months
+0.47%
6 Months
+1.33%
YTD
+4.83%
1 Year
+7.42%
3 Years (annualized)
+11.21%
5 Years (annualized)
+6.22%
10 Years (annualized)
+6.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRMX 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 US TIPS Index
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+2.46%
vs Peers
+2.37%

PFRMX Mutual Fund Performance

PFRMX performance across multiple time periods: 1-month -3.26%, YTD 4.83%, 1-year 7.42%, 3-year 11.21%, 5-year 6.22%, 10-year 6.35%.

PFRMX returns outperform the peer average of 2.46% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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