PFCOX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+0.10%
3 Months
+1.83%
6 Months
+1.42%
YTD
+1.32%
1 Year
+4.45%
3 Years (annualized)
+5.17%
5 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFCOX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+4.14%
vs Peers
-2.83%

PFCOX Mutual Fund Performance

PFCOX performance across multiple time periods: 1-month 0.10%, YTD 1.32%, 1-year 4.45%, 3-year 5.17%, 5-year 1.38%.

PFCOX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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