PFESX Mutual Fund

NAV$19.31

Returns Overview

1 Month
+0.05%
3 Months
+16.26%
6 Months
+12.25%
YTD
+11.72%
1 Year
+23.63%
3 Years (annualized)
+18.33%
5 Years (annualized)
+9.16%

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
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 Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+9.51%
vs Peers
+2.21%

PFESX Mutual Fund Performance

PFESX performance across multiple time periods: 1-month 0.05%, YTD 11.72%, 1-year 23.63%, 3-year 18.33%, 5-year 9.16%.

PFESX returns outperform the peer average of 9.51% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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