PRFDX Mutual Fund

PRFDX Mutual Fund

NAV$44.92
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Returns Overview

1 Month
-3.23%
3 Months
+0.82%
6 Months
+13.97%
YTD
+13.85%
1 Year
+20.70%
3 Years (annualized)
+17.61%
5 Years (annualized)
+10.99%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFDX 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
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📉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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+10.00%
vs Peers
+3.85%

PRFDX Mutual Fund Performance

PRFDX performance across multiple time periods: 1-month -3.23%, YTD 13.85%, 1-year 20.70%, 3-year 17.61%, 5-year 10.99%, 10-year 11.43%.

PRFDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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