PFSIX Mutual Fund

PFSIX Mutual Fund

NAV$6.33
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Returns Overview

1 Month
-2.37%
3 Months
-1.59%
6 Months
+2.26%
YTD
+0.54%
1 Year
+4.64%
3 Years (annualized)
+9.96%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSIX 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
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+0.32%
vs Peers
+0.23%

PFSIX Mutual Fund Performance

PFSIX performance across multiple time periods: 1-month -2.37%, YTD 0.54%, 1-year 4.64%, 3-year 9.96%, 5-year 3.59%, 10-year 3.97%.

PFSIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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