PFSIX Mutual Fund

NAV$6.48

Returns Overview

1 Month
+1.24%
3 Months
+3.91%
6 Months
+2.16%
YTD
+2.16%
1 Year
+10.33%
3 Years (annualized)
+9.61%
5 Years (annualized)
+3.58%
10 Years (annualized)
+4.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+3.07%
vs Peers
-0.91%

PFSIX Mutual Fund Performance

PFSIX performance across multiple time periods: 1-month 1.24%, YTD 2.16%, 1-year 10.33%, 3-year 9.61%, 5-year 3.58%, 10-year 4.10%.

PFSIX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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