PFPWX Mutual Fund

PFPWX Mutual Fund

NAV$64.55
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Returns Overview

1 Month
+1.05%
3 Months
+6.04%
6 Months
+13.19%
YTD
+18.53%
1 Year
+28.23%
3 Years (annualized)
+19.37%
5 Years (annualized)
+9.97%
10 Years (annualized)
+14.75%

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)
+18.53%
Peer Avg (YTD)
+12.44%
vs Peers
+6.09%

PFPWX Mutual Fund Performance

PFPWX performance across multiple time periods: 1-month 1.05%, YTD 18.53%, 1-year 28.23%, 3-year 19.37%, 5-year 9.97%, 10-year 14.75%.

PFPWX returns outperform the peer average of 12.44% 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.