PFRSX Mutual Fund

PFRSX Mutual Fund

NAV$31.71
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Returns Overview

1 Month
+2.31%
3 Months
+3.44%
6 Months
+13.92%
YTD
+16.21%
1 Year
+16.62%
3 Years (annualized)
+9.35%
5 Years (annualized)
+2.89%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+12.53%
vs Peers
+3.68%

PFRSX Mutual Fund Performance

PFRSX performance across multiple time periods: 1-month 2.31%, YTD 16.21%, 1-year 16.62%, 3-year 9.35%, 5-year 2.89%, 10-year 6.02%.

PFRSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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