PFPRX Mutual Fund

PFPRX Mutual Fund

NAV$58.10
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Returns Overview

1 Month
+1.04%
3 Months
+0.35%
6 Months
+6.85%
YTD
+5.20%
1 Year
+8.78%
3 Years (annualized)
+12.52%
5 Years (annualized)
+2.56%
10 Years (annualized)
+9.00%

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
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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 Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+9.89%
vs Peers
-4.69%

PFPRX Mutual Fund Performance

PFPRX performance across multiple time periods: 1-month 1.04%, YTD 5.20%, 1-year 8.78%, 3-year 12.52%, 5-year 2.56%, 10-year 9.00%.

PFPRX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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