PFONX Mutual Fund

PFONX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-1.25%
3 Months
+0.72%
6 Months
-0.87%
YTD
-0.28%
1 Year
+1.54%
3 Years (annualized)
+4.85%
5 Years (annualized)
+1.18%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFONX 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 Global Aggregate Bond ex-USD hedged Index(^BBGGAAGEUHI)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+0.25%
vs Peers
-0.53%

PFONX Mutual Fund Performance

PFONX performance across multiple time periods: 1-month -1.25%, YTD -0.28%, 1-year 1.54%, 3-year 4.85%, 5-year 1.18%, 10-year 2.41%.

PFONX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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