PFORX Mutual Fund

PFORX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-1.23%
3 Months
+0.76%
6 Months
-0.79%
YTD
-0.19%
1 Year
+1.70%
3 Years (annualized)
+5.01%
5 Years (annualized)
+1.34%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFORX 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)
-0.19%
Peer Avg (YTD)
+0.25%
vs Peers
-0.44%

PFORX Mutual Fund Performance

PFORX performance across multiple time periods: 1-month -1.23%, YTD -0.19%, 1-year 1.70%, 3-year 5.01%, 5-year 1.34%, 10-year 2.01%.

PFORX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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