PFSLX Mutual Fund

NAV$130.72

Returns Overview

1 Month
+12.18%
3 Months
+34.55%
6 Months
+50.46%
YTD
+47.34%
1 Year
+81.10%
3 Years (annualized)
+28.60%
5 Years (annualized)
+15.14%
10 Years (annualized)
+18.69%

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
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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+47.34%
Peer Avg (YTD)
+10.82%
vs Peers
+36.53%

PFSLX Mutual Fund Performance

PFSLX performance across multiple time periods: 1-month 12.18%, YTD 47.34%, 1-year 81.10%, 3-year 28.60%, 5-year 15.14%, 10-year 18.69%.

PFSLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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