PFFSX Mutual Fund

PFFSX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
-0.91%
3 Months
+3.32%
6 Months
+9.40%
YTD
+11.65%
1 Year
+20.13%
3 Years (annualized)
+16.11%
5 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFFSX 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)
+11.65%
Peer Avg (YTD)
+8.69%
vs Peers
+2.96%

PFFSX Mutual Fund Performance

PFFSX performance across multiple time periods: 1-month -0.91%, YTD 11.65%, 1-year 20.13%, 3-year 16.11%, 5-year 11.96%.

PFFSX returns outperform the peer average of 8.69% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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