PFNNX Mutual Fund

NAV$9.63

Returns Overview

1 Month
+0.59%
3 Months
+3.03%
6 Months
+2.40%
YTD
+2.30%
1 Year
+8.59%
3 Years (annualized)
+10.79%
5 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFNNX 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
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+2.03%
vs Peers
+0.26%

PFNNX Mutual Fund Performance

PFNNX performance across multiple time periods: 1-month 0.59%, YTD 2.30%, 1-year 8.59%, 3-year 10.79%, 5-year 2.79%.

PFNNX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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