PFIOX Mutual Fund

PFIOX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+0.78%
3 Months
+2.72%
6 Months
+6.27%
YTD
+12.07%
1 Year
+15.33%
3 Years (annualized)
+14.80%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+11.10%
vs Peers
+0.97%

PFIOX Mutual Fund Performance

PFIOX performance across multiple time periods: 1-month 0.78%, YTD 12.07%, 1-year 15.33%, 3-year 14.80%.

PFIOX returns outperform the peer average of 11.10% 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.