PFPNX Mutual Fund

PFPNX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.72%
3 Months
+0.58%
6 Months
+0.64%
YTD
+1.57%
1 Year
+7.02%
3 Years (annualized)
+9.65%
5 Years (annualized)
+2.61%
10 Years (annualized)
+5.53%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+2.62%
vs Peers
-1.05%

PFPNX Mutual Fund Performance

PFPNX performance across multiple time periods: 1-month -0.72%, YTD 1.57%, 1-year 7.02%, 3-year 9.65%, 5-year 2.61%, 10-year 5.53%.

PFPNX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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