PFPRX Mutual Fund

NAV$58.71

Returns Overview

1 Month
+5.96%
3 Months
+20.10%
6 Months
+11.67%
YTD
+11.08%
1 Year
+17.12%
3 Years (annualized)
+18.35%
5 Years (annualized)
+6.49%
10 Years (annualized)
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+10.82%
vs Peers
+0.26%

PFPRX Mutual Fund Performance

PFPRX performance across multiple time periods: 1-month 5.96%, YTD 11.08%, 1-year 17.12%, 3-year 18.35%, 5-year 6.49%, 10-year 13.71%.

PFPRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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