PFSMX Mutual Fund

PFSMX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
-2.52%
3 Months
-0.30%
6 Months
+9.10%
YTD
+7.01%
1 Year
+8.28%
3 Years (annualized)
+14.54%
5 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSMX 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)
+7.01%
Peer Avg (YTD)
+8.67%
vs Peers
-1.65%

PFSMX Mutual Fund Performance

PFSMX performance across multiple time periods: 1-month -2.52%, YTD 7.01%, 1-year 8.28%, 3-year 14.54%, 5-year 6.59%.

PFSMX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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