PFPMX Mutual Fund

PFPMX Mutual Fund

NAV$41.78
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Returns Overview

1 Month
-5.18%
3 Months
-9.68%
6 Months
+3.59%
YTD
+1.22%
1 Year
+2.44%
3 Years (annualized)
+13.50%
5 Years (annualized)
+4.03%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+6.73%
vs Peers
-5.51%

PFPMX Mutual Fund Performance

PFPMX performance across multiple time periods: 1-month -5.18%, YTD 1.22%, 1-year 2.44%, 3-year 13.50%, 5-year 4.03%, 10-year 7.98%.

PFPMX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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