PFPFX Mutual Fund

PFPFX Mutual Fund

NAV$64.72
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Returns Overview

1 Month
+0.92%
3 Months
+11.74%
6 Months
+17.94%
YTD
+21.59%
1 Year
+35.89%
3 Years (annualized)
+17.89%
5 Years (annualized)
+12.16%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.59%
Peer Avg (YTD)
+11.41%
vs Peers
+10.18%

PFPFX Mutual Fund Performance

PFPFX performance across multiple time periods: 1-month 0.92%, YTD 21.59%, 1-year 35.89%, 3-year 17.89%, 5-year 12.16%, 10-year 10.43%.

PFPFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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