PFFSX Mutual Fund

PFFSX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
-0.32%
3 Months
+1.30%
6 Months
+19.30%
YTD
+14.14%
1 Year
+16.68%
3 Years (annualized)
+17.96%
5 Years (annualized)
+10.47%

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)
+14.14%
Peer Avg (YTD)
+8.60%
vs Peers
+5.54%

PFFSX Mutual Fund Performance

PFFSX performance across multiple time periods: 1-month -0.32%, YTD 14.14%, 1-year 16.68%, 3-year 17.96%, 5-year 10.47%.

PFFSX returns outperform the peer average of 8.60% 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.