PFISX Mutual Fund

NAV$13.37

Returns Overview

1 Month
-2.03%
3 Months
+6.36%
6 Months
+3.66%
YTD
+3.16%
1 Year
+11.21%
3 Years (annualized)
+13.46%
5 Years (annualized)
+4.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Ex USA Small Cap Index NTR
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+9.16%
vs Peers
-6.00%

PFISX Mutual Fund Performance

PFISX performance across multiple time periods: 1-month -2.03%, YTD 3.16%, 1-year 11.21%, 3-year 13.46%, 5-year 4.01%.

PFISX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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