PFRSX Mutual Fund

PFRSX Mutual Fund

NAV$29.89
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Returns Overview

1 Month
-5.42%
3 Months
-5.12%
6 Months
+4.48%
YTD
+7.78%
1 Year
+5.40%
3 Years (annualized)
+9.79%
5 Years (annualized)
+2.14%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+4.73%
vs Peers
+3.05%

PFRSX Mutual Fund Performance

PFRSX performance across multiple time periods: 1-month -5.42%, YTD 7.78%, 1-year 5.40%, 3-year 9.79%, 5-year 2.14%, 10-year 6.02%.

PFRSX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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