PFIJX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+0.25%
3 Months
+3.96%
6 Months
+3.59%
YTD
+3.43%
1 Year
+8.57%
3 Years (annualized)
+8.23%
5 Years (annualized)
+3.08%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIJX 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)
+3.43%
Peer Avg (YTD)
+4.14%
vs Peers
-0.72%

PFIJX Mutual Fund Performance

PFIJX performance across multiple time periods: 1-month 0.25%, YTD 3.43%, 1-year 8.57%, 3-year 8.23%, 5-year 3.08%, 10-year 4.68%.

PFIJX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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