PFONX Mutual Fund

PFONX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-0.12%
3 Months
-0.55%
6 Months
-1.96%
YTD
-0.40%
1 Year
+0.95%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.21%
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)
-0.40%
Peer Avg (YTD)
+0.20%
vs Peers
-0.60%

PFONX Mutual Fund Performance

PFONX performance across multiple time periods: 1-month -0.12%, YTD -0.40%, 1-year 0.95%, 3-year 4.73%, 5-year 1.21%, 10-year 2.41%.

PFONX returns trail the peer average of 0.20% 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.