PFSEX Mutual Fund

PFSEX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-0.96%
3 Months
+0.39%
6 Months
+14.00%
YTD
+9.25%
1 Year
+12.24%
3 Years (annualized)
+16.83%
5 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSEX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+8.60%
vs Peers
+0.65%

PFSEX Mutual Fund Performance

PFSEX performance across multiple time periods: 1-month -0.96%, YTD 9.25%, 1-year 12.24%, 3-year 16.83%, 5-year 9.82%.

PFSEX returns outperform the peer average of 8.60% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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