PFESX Mutual Fund

PFESX Mutual Fund

NAV$19.05
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Returns Overview

1 Month
-1.11%
3 Months
+4.36%
6 Months
+8.67%
YTD
+10.47%
1 Year
+20.63%
3 Years (annualized)
+16.72%
5 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFESX 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 Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+9.41%
vs Peers
+1.06%

PFESX Mutual Fund Performance

PFESX performance across multiple time periods: 1-month -1.11%, YTD 10.47%, 1-year 20.63%, 3-year 16.72%, 5-year 8.78%.

PFESX returns outperform the peer average of 9.41% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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