PFIOX Mutual Fund

PFIOX Mutual Fund

NAV$11.81
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Returns Overview

1 Month
-0.34%
3 Months
+4.03%
6 Months
+8.50%
YTD
+11.21%
1 Year
+17.22%
3 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+10.67%
vs Peers
+0.54%

PFIOX Mutual Fund Performance

PFIOX performance across multiple time periods: 1-month -0.34%, YTD 11.21%, 1-year 17.22%, 3-year 13.28%.

PFIOX returns outperform the peer average of 10.67% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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