PFPWX Mutual Fund

PFPWX Mutual Fund

NAV$64.84
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Returns Overview

1 Month
+0.99%
3 Months
+7.74%
6 Months
+12.63%
YTD
+17.29%
1 Year
+29.48%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.09%
10 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPWX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.29%
Peer Avg (YTD)
+11.41%
vs Peers
+5.88%

PFPWX Mutual Fund Performance

PFPWX performance across multiple time periods: 1-month 0.99%, YTD 17.29%, 1-year 29.48%, 3-year 18.14%, 5-year 10.09%, 10-year 15.23%.

PFPWX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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