PFFSX Mutual Fund

NAV$15.48

Returns Overview

1 Month
-0.39%
3 Months
+17.76%
6 Months
+13.34%
YTD
+12.67%
1 Year
+24.33%
3 Years (annualized)
+22.10%
5 Years (annualized)
+15.44%

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
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)
+12.67%
Peer Avg (YTD)
+8.36%
vs Peers
+4.32%

PFFSX Mutual Fund Performance

PFFSX performance across multiple time periods: 1-month -0.39%, YTD 12.67%, 1-year 24.33%, 3-year 22.10%, 5-year 15.44%.

PFFSX returns outperform the peer average of 8.36% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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