PFLRX Mutual Fund

PFLRX Mutual Fund

NAV$7.68
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Returns Overview

1 Month
+0.71%
3 Months
+1.57%
6 Months
+1.60%
YTD
+1.66%
1 Year
+3.02%
3 Years (annualized)
+6.29%
5 Years (annualized)
+5.15%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFLRX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+0.12%
vs Peers
+1.54%

PFLRX Mutual Fund Performance

PFLRX performance across multiple time periods: 1-month 0.71%, YTD 1.66%, 1-year 3.02%, 3-year 6.29%, 5-year 5.15%, 10-year 4.09%.

PFLRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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