PFSEX Mutual Fund

PFSEX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-2.13%
3 Months
-0.66%
6 Months
+2.23%
YTD
+6.92%
1 Year
+8.04%
3 Years (annualized)
+18.50%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSEX 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 Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+9.73%
vs Peers
-2.81%

PFSEX Mutual Fund Performance

PFSEX performance across multiple time periods: 1-month -2.13%, YTD 6.92%, 1-year 8.04%, 3-year 18.50%, 5-year 6.81%.

PFSEX returns trail the peer average of 9.73% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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