PFIEX Mutual Fund

PFIEX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
+1.57%
3 Months
+4.57%
6 Months
+6.36%
YTD
+11.78%
1 Year
+24.86%
3 Years (annualized)
+15.55%
5 Years (annualized)
+8.97%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+9.42%
vs Peers
+2.36%

PFIEX Mutual Fund Performance

PFIEX performance across multiple time periods: 1-month 1.57%, YTD 11.78%, 1-year 24.86%, 3-year 15.55%, 5-year 8.97%, 10-year 9.20%.

PFIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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