PFLRX Mutual Fund

PFLRX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
+0.90%
3 Months
+1.77%
6 Months
+3.58%
YTD
+2.58%
1 Year
+3.58%
3 Years (annualized)
+6.25%
5 Years (annualized)
+5.28%
10 Years (annualized)
+4.07%

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
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 Index
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+2.15%
vs Peers
+0.42%

PFLRX Mutual Fund Performance

PFLRX performance across multiple time periods: 1-month 0.90%, YTD 2.58%, 1-year 3.58%, 3-year 6.25%, 5-year 5.28%, 10-year 4.07%.

PFLRX returns outperform the peer average of 2.15% 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.