PFINX Mutual Fund

PFINX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.41%
3 Months
+0.40%
6 Months
+0.17%
YTD
+2.13%
1 Year
+6.52%
3 Years (annualized)
+10.17%
5 Years (annualized)
+2.68%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFINX 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
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+2.74%
vs Peers
-0.62%

PFINX Mutual Fund Performance

PFINX performance across multiple time periods: 1-month 0.41%, YTD 2.13%, 1-year 6.52%, 3-year 10.17%, 5-year 2.68%, 10-year 5.46%.

PFINX returns trail the peer average of 2.74% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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