PFIPX Mutual Fund

PFIPX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+1.02%
3 Months
-0.67%
6 Months
+0.06%
YTD
+1.93%
1 Year
+2.90%
3 Years (annualized)
+9.07%
5 Years (annualized)
+2.17%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIPX 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)
+1.93%
Peer Avg (YTD)
+2.95%
vs Peers
-1.03%

PFIPX Mutual Fund Performance

PFIPX performance across multiple time periods: 1-month 1.02%, YTD 1.93%, 1-year 2.90%, 3-year 9.07%, 5-year 2.17%, 10-year 4.02%.

PFIPX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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