PFSEX Mutual Fund

PFSEX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
+2.49%
3 Months
+1.23%
6 Months
+7.80%
YTD
+10.31%
1 Year
+17.25%
3 Years (annualized)
+16.83%
5 Years (annualized)
+9.82%

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)
+10.31%
Peer Avg (YTD)
+11.40%
vs Peers
-1.09%

PFSEX Mutual Fund Performance

PFSEX performance across multiple time periods: 1-month 2.49%, YTD 10.31%, 1-year 17.25%, 3-year 16.83%, 5-year 9.82%.

PFSEX returns trail the peer average of 11.40% 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.