PFIAX Mutual Fund

PFIAX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
+0.49%
3 Months
+0.49%
6 Months
+0.63%
YTD
+1.78%
1 Year
+4.67%
3 Years (annualized)
+6.79%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIAX 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
Bloomberg Barclays US Aggregate 1-3 Years Index(^BBUAG3Y)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+2.15%
vs Peers
-0.37%

PFIAX Mutual Fund Performance

PFIAX performance across multiple time periods: 1-month 0.49%, YTD 1.78%, 1-year 4.67%, 3-year 6.79%, 5-year 3.85%, 10-year 4.05%.

PFIAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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