PFSGX Mutual Fund

PFSGX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-0.93%
3 Months
+2.91%
6 Months
+6.57%
YTD
+8.85%
1 Year
+19.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+9.41%
vs Peers
-0.56%

PFSGX Mutual Fund Performance

PFSGX performance across multiple time periods: 1-month -0.93%, YTD 8.85%, 1-year 19.55%.

PFSGX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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