PFRRX Mutual Fund

PFRRX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-1.29%
3 Months
+0.59%
6 Months
-1.12%
YTD
-0.57%
1 Year
+1.03%
3 Years (annualized)
+4.33%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRRX 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
Bloomberg Global Aggregate Bond ex-USD hedged Index(^BBGGAAGEUHI)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+0.25%
vs Peers
-0.82%

PFRRX Mutual Fund Performance

PFRRX performance across multiple time periods: 1-month -1.29%, YTD -0.57%, 1-year 1.03%, 3-year 4.33%, 5-year 0.68%, 10-year 1.35%.

PFRRX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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