PFCJX Mutual Fund

NAV$9.54

Returns Overview

1 Month
+0.63%
3 Months
+2.76%
6 Months
+1.91%
YTD
+1.91%
1 Year
+7.56%
3 Years (annualized)
+9.73%
5 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFCJX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+2.03%
vs Peers
-0.12%

PFCJX Mutual Fund Performance

PFCJX performance across multiple time periods: 1-month 0.63%, YTD 1.91%, 1-year 7.56%, 3-year 9.73%, 5-year 1.82%.

PFCJX returns trail the peer average of 2.03% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

PFCJX performance comparison shows side-by-side returns with another fund. PFCJX alternatives are available in the Mutual Fund Screener.