PFIGX Mutual Fund

NAV$12.01

Returns Overview

1 Month
+1.08%
3 Months
+0.35%
6 Months
+5.09%
YTD
+7.36%
1 Year
+11.08%
3 Years (annualized)
+0.42%
5 Years (annualized)
+2.46%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+9.52%
vs Peers
-2.15%

PFIGX Mutual Fund Performance

PFIGX performance across multiple time periods: 1-month 1.08%, YTD 7.36%, 1-year 11.08%, 3-year 0.42%, 5-year 2.46%, 10-year 3.00%.

PFIGX returns trail the peer average of 9.52% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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