PFTEX Mutual Fund

PFTEX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-1.02%
3 Months
+0.60%
6 Months
+12.09%
YTD
+9.26%
1 Year
+12.57%
3 Years (annualized)
+13.94%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTEX 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 Moderate Target Risk Total Return Index
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+4.96%
vs Peers
+4.30%

PFTEX Mutual Fund Performance

PFTEX performance across multiple time periods: 1-month -1.02%, YTD 9.26%, 1-year 12.57%, 3-year 13.94%, 5-year 6.52%.

PFTEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

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