PFSQX Mutual Fund

PFSQX Mutual Fund

NAV$26.81
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Returns Overview

1 Month
+6.42%
3 Months
+10.34%
6 Months
+8.48%
YTD
+6.81%
1 Year
+11.96%
3 Years (annualized)
+20.92%
5 Years (annualized)
+10.90%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSQX 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
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+10.67%
vs Peers
-3.86%

PFSQX Mutual Fund Performance

PFSQX performance across multiple time periods: 1-month 6.42%, YTD 6.81%, 1-year 11.96%, 3-year 20.92%, 5-year 10.90%, 10-year 14.16%.

PFSQX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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