PFPLX Mutual Fund

NAV$14.65

Returns Overview

1 Month
-0.60%
3 Months
+1.77%
6 Months
-0.72%
YTD
+1.77%
1 Year
+4.35%
3 Years (annualized)
+0.65%
5 Years (annualized)
-0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPLX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+34.83%
vs Peers
-33.06%

PFPLX Mutual Fund Performance

PFPLX performance across multiple time periods: 1-month -0.60%, YTD 1.77%, 1-year 4.35%, 3-year 0.65%, 5-year -0.43%.

PFPLX returns trail the peer average of 34.83% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

PFPLX performance comparison shows side-by-side returns with another fund. PFPLX alternatives are available in the Mutual Fund Screener.