PFILX Mutual Fund

PFILX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
+1.07%
3 Months
+0.52%
6 Months
+5.38%
YTD
+7.78%
1 Year
+11.63%
3 Years (annualized)
+0.87%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFILX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+9.52%
vs Peers
-1.74%

PFILX Mutual Fund Performance

PFILX performance across multiple time periods: 1-month 1.07%, YTD 7.78%, 1-year 11.63%, 3-year 0.87%, 5-year 2.95%, 10-year 3.50%.

PFILX returns trail the peer average of 9.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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