PFPNX Mutual Fund

PFPNX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+0.42%
3 Months
+0.38%
6 Months
+0.13%
YTD
+1.99%
1 Year
+6.45%
3 Years (annualized)
+10.07%
5 Years (annualized)
+2.57%
10 Years (annualized)
+5.34%

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
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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
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+2.74%
vs Peers
-0.75%

PFPNX Mutual Fund Performance

PFPNX performance across multiple time periods: 1-month 0.42%, YTD 1.99%, 1-year 6.45%, 3-year 10.07%, 5-year 2.57%, 10-year 5.34%.

PFPNX returns trail the peer average of 2.74% 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.