PFSQX Mutual Fund

PFSQX Mutual Fund

NAV$25.35
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Returns Overview

1 Month
+1.75%
3 Months
+13.99%
6 Months
+17.23%
YTD
+8.67%
1 Year
+10.36%
3 Years (annualized)
+22.67%
5 Years (annualized)
+9.97%
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)
+8.67%
Peer Avg (YTD)
+11.10%
vs Peers
-2.43%

PFSQX Mutual Fund Performance

PFSQX performance across multiple time periods: 1-month 1.75%, YTD 8.67%, 1-year 10.36%, 3-year 22.67%, 5-year 9.97%, 10-year 14.16%.

PFSQX returns trail the peer average of 11.10% 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.