PFESX Mutual Fund

PFESX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
-0.31%
3 Months
+1.11%
6 Months
+17.55%
YTD
+12.96%
1 Year
+16.50%
3 Years (annualized)
+18.64%
5 Years (annualized)
+8.84%

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)
+12.96%
Peer Avg (YTD)
+9.98%
vs Peers
+2.98%

PFESX Mutual Fund Performance

PFESX performance across multiple time periods: 1-month -0.31%, YTD 12.96%, 1-year 16.50%, 3-year 18.64%, 5-year 8.84%.

PFESX returns outperform the peer average of 9.98% 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.