PFFSX Mutual Fund

PFFSX Mutual Fund

NAV$15.32
See how much of PFFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.12%
3 Months
+4.40%
6 Months
+7.86%
YTD
+16.56%
1 Year
+17.43%
3 Years (annualized)
+22.20%
5 Years (annualized)
+10.44%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+16.56%
Peer Avg (YTD)
+9.73%
vs Peers
+6.82%

PFFSX Mutual Fund Performance

PFFSX performance across multiple time periods: 1-month 2.12%, YTD 16.56%, 1-year 17.43%, 3-year 22.20%, 5-year 10.44%.

PFFSX returns outperform the peer average of 9.73% 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.