PFSAX Mutual Fund

PFSAX Mutual Fund

NAV$25.55
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Returns Overview

1 Month
+5.23%
3 Months
-1.32%
6 Months
+8.80%
YTD
+5.19%
1 Year
+11.91%
3 Years (annualized)
+23.66%
5 Years (annualized)
+8.18%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSAX 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
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+9.56%
vs Peers
-4.37%

PFSAX Mutual Fund Performance

PFSAX performance across multiple time periods: 1-month 5.23%, YTD 5.19%, 1-year 11.91%, 3-year 23.66%, 5-year 8.18%, 10-year 12.96%.

PFSAX returns trail the peer average of 9.56% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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