PFCOX Mutual Fund

PFCOX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-0.50%
3 Months
+0.10%
6 Months
+0.10%
YTD
+0.81%
1 Year
+4.14%
3 Years (annualized)
+4.90%
5 Years (annualized)
+1.22%

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
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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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+3.39%
vs Peers
-2.58%

PFCOX Mutual Fund Performance

PFCOX performance across multiple time periods: 1-month -0.50%, YTD 0.81%, 1-year 4.14%, 3-year 4.90%, 5-year 1.22%.

PFCOX returns trail the peer average of 3.39% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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