PFISX Mutual Fund

PFISX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-0.85%
3 Months
-2.14%
6 Months
-2.97%
YTD
-0.05%
1 Year
+4.20%
3 Years (annualized)
+15.79%
5 Years (annualized)
+3.08%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFISX 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
MSCI World Ex USA Small Cap Index NTR
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+7.47%
vs Peers
-7.52%

PFISX Mutual Fund Performance

PFISX performance across multiple time periods: 1-month -0.85%, YTD -0.05%, 1-year 4.20%, 3-year 15.79%, 5-year 3.08%, 10-year 6.63%.

PFISX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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