PFPFX Mutual Fund

PFPFX Mutual Fund

NAV$66.05
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Returns Overview

1 Month
+4.98%
3 Months
+1.94%
6 Months
+13.90%
YTD
+22.36%
1 Year
+29.77%
3 Years (annualized)
+22.60%
5 Years (annualized)
+11.66%
10 Years (annualized)
+10.24%

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)
+22.36%
Peer Avg (YTD)
+12.44%
vs Peers
+9.92%

PFPFX Mutual Fund Performance

PFPFX performance across multiple time periods: 1-month 4.98%, YTD 22.36%, 1-year 29.77%, 3-year 22.60%, 5-year 11.66%, 10-year 10.24%.

PFPFX returns outperform the peer average of 12.44% 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.