PFSLX Mutual Fund

PFSLX Mutual Fund

NAV$129.30
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Returns Overview

1 Month
-8.45%
3 Months
+6.11%
6 Months
+30.86%
YTD
+37.75%
1 Year
+67.20%
3 Years (annualized)
+23.79%
5 Years (annualized)
+13.09%
10 Years (annualized)
+16.88%

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
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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+37.75%
Peer Avg (YTD)
+9.54%
vs Peers
+28.21%

PFSLX Mutual Fund Performance

PFSLX performance across multiple time periods: 1-month -8.45%, YTD 37.75%, 1-year 67.20%, 3-year 23.79%, 5-year 13.09%, 10-year 16.88%.

PFSLX returns outperform the peer average of 9.54% 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.