PFUMX Mutual Fund

PFUMX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-2.19%
3 Months
-2.20%
6 Months
+1.48%
YTD
+0.78%
1 Year
+4.26%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.72%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUMX 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
JPM EMBI Global Diversified Index(^JPMEMBIGDI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+0.32%
vs Peers
+0.46%

PFUMX Mutual Fund Performance

PFUMX performance across multiple time periods: 1-month -2.19%, YTD 0.78%, 1-year 4.26%, 3-year 10.42%, 5-year 4.72%, 10-year 5.48%.

PFUMX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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