PFNCX Mutual Fund

PFNCX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
-1.61%
3 Months
-1.53%
6 Months
+0.21%
YTD
-0.05%
1 Year
+2.14%
3 Years (annualized)
+6.48%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFNCX 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 Barclays US Aggregate 1-3 Years Index(^BBUAG3Y)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+0.50%
vs Peers
-0.55%

PFNCX Mutual Fund Performance

PFNCX performance across multiple time periods: 1-month -1.61%, YTD -0.05%, 1-year 2.14%, 3-year 6.48%, 5-year 3.54%, 10-year 3.74%.

PFNCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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