PFRAX Mutual Fund

PFRAX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-1.25%
3 Months
+0.69%
6 Months
-0.92%
YTD
-0.34%
1 Year
+1.44%
3 Years (annualized)
+4.75%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond ex-USD hedged Index(^BBGGAAGEUHI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.25%
vs Peers
-0.59%

PFRAX Mutual Fund Performance

PFRAX performance across multiple time periods: 1-month -1.25%, YTD -0.34%, 1-year 1.44%, 3-year 4.75%, 5-year 1.08%, 10-year 1.76%.

PFRAX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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