PFRCX Mutual Fund

PFRCX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-0.25%
3 Months
-1.10%
6 Months
-3.68%
YTD
-2.24%
1 Year
+0.02%
3 Years (annualized)
+2.60%
5 Years (annualized)
-3.63%
10 Years (annualized)
-1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRCX 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 ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
+0.25%
vs Peers
-2.49%

PFRCX Mutual Fund Performance

PFRCX performance across multiple time periods: 1-month -0.25%, YTD -2.24%, 1-year 0.02%, 3-year 2.60%, 5-year -3.63%, 10-year -1.10%.

PFRCX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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