PFSLX Mutual Fund

PFSLX Mutual Fund

NAV$131.93
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Returns Overview

1 Month
+2.43%
3 Months
-3.80%
6 Months
+29.44%
YTD
+41.75%
1 Year
+61.30%
3 Years (annualized)
+25.56%
5 Years (annualized)
+13.33%
10 Years (annualized)
+16.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSLX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+41.75%
Peer Avg (YTD)
+6.72%
vs Peers
+35.03%

PFSLX Mutual Fund Performance

PFSLX performance across multiple time periods: 1-month 2.43%, YTD 41.75%, 1-year 61.30%, 3-year 25.56%, 5-year 13.33%, 10-year 16.18%.

PFSLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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