PFINX Mutual Fund

PFINX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.72%
3 Months
+0.60%
6 Months
+0.77%
YTD
+1.71%
1 Year
+7.09%
3 Years (annualized)
+9.79%
5 Years (annualized)
+2.72%
10 Years (annualized)
+5.65%

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
PROUpgrade to run
🏦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)
+1.71%
Peer Avg (YTD)
+2.62%
vs Peers
-0.92%

PFINX Mutual Fund Performance

PFINX performance across multiple time periods: 1-month -0.72%, YTD 1.71%, 1-year 7.09%, 3-year 9.79%, 5-year 2.72%, 10-year 5.65%.

PFINX returns trail the peer average of 2.62% 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.