PFRZX Mutual Fund

NAV$7.67

Returns Overview

1 Month
+0.18%
3 Months
+1.99%
6 Months
+1.10%
YTD
+1.10%
1 Year
+3.33%
3 Years (annualized)
+6.83%
5 Years (annualized)
+5.00%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+3.23%
vs Peers
-2.12%

PFRZX Mutual Fund Performance

PFRZX performance across multiple time periods: 1-month 0.18%, YTD 1.10%, 1-year 3.33%, 3-year 6.83%, 5-year 5.00%.

PFRZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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