PFSIX Mutual Fund

PFSIX Mutual Fund

NAV$6.47
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Returns Overview

1 Month
-0.24%
3 Months
+1.84%
6 Months
-0.01%
YTD
+1.91%
1 Year
+10.32%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.58%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSIX 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
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+2.32%
vs Peers
-0.41%

PFSIX Mutual Fund Performance

PFSIX performance across multiple time periods: 1-month -0.24%, YTD 1.91%, 1-year 10.32%, 3-year 8.90%, 5-year 3.58%, 10-year 3.96%.

PFSIX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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