PFISX Mutual Fund

PFISX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+4.18%
3 Months
+1.05%
6 Months
-2.39%
YTD
+6.41%
1 Year
+11.65%
3 Years (annualized)
+14.49%
5 Years (annualized)
+3.83%
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
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📉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)
+6.41%
Peer Avg (YTD)
+9.98%
vs Peers
-3.57%

PFISX Mutual Fund Performance

PFISX performance across multiple time periods: 1-month 4.18%, YTD 6.41%, 1-year 11.65%, 3-year 14.49%, 5-year 3.83%, 10-year 6.63%.

PFISX returns trail the peer average of 9.98% 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.