PFSMX Mutual Fund

PFSMX Mutual Fund

NAV$10.36
See how much of PFSMX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.79%
3 Months
+2.62%
6 Months
+5.93%
YTD
+8.18%
1 Year
+13.01%
3 Years (annualized)
+11.38%
5 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+6.23%
vs Peers
+1.95%

PFSMX Mutual Fund Performance

PFSMX performance across multiple time periods: 1-month 0.79%, YTD 8.18%, 1-year 13.01%, 3-year 11.38%, 5-year 6.73%.

PFSMX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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