PFRZX Mutual Fund

PFRZX Mutual Fund

NAV$7.68
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Returns Overview

1 Month
+0.74%
3 Months
+1.78%
6 Months
+1.76%
YTD
+1.85%
1 Year
+3.47%
3 Years (annualized)
+6.67%
5 Years (annualized)
+5.17%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRZX 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
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📉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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+0.12%
vs Peers
+1.73%

PFRZX Mutual Fund Performance

PFRZX performance across multiple time periods: 1-month 0.74%, YTD 1.85%, 1-year 3.47%, 3-year 6.67%, 5-year 5.17%, 10-year 4.45%.

PFRZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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