PFUAX Mutual Fund

PFUAX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
-3.13%
3 Months
-2.92%
6 Months
-1.81%
YTD
-4.50%
1 Year
-4.44%
3 Years (annualized)
+4.20%
5 Years (annualized)
-2.74%
10 Years (annualized)
-0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-4.50%
Peer Avg (YTD)
-1.59%
vs Peers
-2.92%

PFUAX Mutual Fund Performance

PFUAX performance across multiple time periods: 1-month -3.13%, YTD -4.50%, 1-year -4.44%, 3-year 4.20%, 5-year -2.74%, 10-year -0.28%.

PFUAX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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