PFPEX Mutual Fund

PFPEX Mutual Fund

NAV$15.02
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Returns Overview

3 Months
+3.11%
6 Months
+0.36%
YTD
+2.34%
1 Year
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPEX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+9.42%
vs Peers
-7.08%

PFPEX Mutual Fund Performance

PFPEX performance across multiple time periods: YTD 2.34%, 1-year 6.24%.

PFPEX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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