PFLRX Mutual Fund

NAV$7.67

Returns Overview

1 Month
+0.16%
3 Months
+1.78%
6 Months
+0.82%
YTD
+0.95%
1 Year
+3.01%
3 Years (annualized)
+6.50%
5 Years (annualized)
+4.98%
10 Years (annualized)
+4.15%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+3.23%
vs Peers
-2.28%

PFLRX Mutual Fund Performance

PFLRX performance across multiple time periods: 1-month 0.16%, YTD 0.95%, 1-year 3.01%, 3-year 6.50%, 5-year 4.98%, 10-year 4.15%.

PFLRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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