PFIIX Mutual Fund

PFIIX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-0.33%
3 Months
+0.71%
6 Months
+0.94%
YTD
+1.52%
1 Year
+5.92%
3 Years (annualized)
+6.93%
5 Years (annualized)
+4.27%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIIX 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)
+1.52%
Peer Avg (YTD)
+0.12%
vs Peers
+1.40%

PFIIX Mutual Fund Performance

PFIIX performance across multiple time periods: 1-month -0.33%, YTD 1.52%, 1-year 5.92%, 3-year 6.93%, 5-year 4.27%, 10-year 4.60%.

PFIIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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