PFPNX Mutual Fund

NAV$9.66

Returns Overview

1 Month
+0.69%
3 Months
+3.02%
6 Months
+2.41%
YTD
+2.31%
1 Year
+8.61%
3 Years (annualized)
+10.83%
5 Years (annualized)
+2.85%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPNX 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
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+2.03%
vs Peers
+0.27%

PFPNX Mutual Fund Performance

PFPNX performance across multiple time periods: 1-month 0.69%, YTD 2.31%, 1-year 8.61%, 3-year 10.83%, 5-year 2.85%, 10-year 5.98%.

PFPNX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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