PFRIX Mutual Fund

PFRIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+0.97%
3 Months
+2.04%
6 Months
+4.55%
YTD
+4.38%
1 Year
+5.84%
3 Years (annualized)
+7.60%
5 Years (annualized)
+5.84%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRIX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+2.15%
vs Peers
+2.23%

PFRIX Mutual Fund Performance

PFRIX performance across multiple time periods: 1-month 0.97%, YTD 4.38%, 1-year 5.84%, 3-year 7.60%, 5-year 5.84%, 10-year 5.25%.

PFRIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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