PFSGX Mutual Fund

PFSGX Mutual Fund

NAV$13.65
See how much of PFSGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+0.22%
6 Months
+13.43%
YTD
+10.11%
1 Year
+13.91%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+9.98%
vs Peers
+0.13%

PFSGX Mutual Fund Performance

PFSGX performance across multiple time periods: 1-month -1.55%, YTD 10.11%, 1-year 13.91%.

PFSGX returns outperform the peer average of 9.98% 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.