PFRZX Mutual Fund

PFRZX Mutual Fund

NAV$7.60
See how much of PFRZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
+0.81%
6 Months
+1.07%
YTD
-1.51%
1 Year
+3.46%
3 Years (annualized)
+6.58%
5 Years (annualized)
+5.30%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRZX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.51%
Peer Avg (YTD)
+0.50%
vs Peers
-2.01%

PFRZX Mutual Fund Performance

PFRZX performance across multiple time periods: 1-month -0.24%, YTD -1.51%, 1-year 3.46%, 3-year 6.58%, 5-year 5.30%, 10-year 4.45%.

PFRZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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