PFSQX Mutual Fund

PFSQX Mutual Fund

NAV$26.66
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Returns Overview

1 Month
+5.27%
3 Months
+11.58%
6 Months
+0.98%
YTD
+0.36%
1 Year
+5.65%
3 Years (annualized)
+18.42%
5 Years (annualized)
+8.58%

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
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📉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)
+0.36%
Peer Avg (YTD)
+8.61%
vs Peers
-8.24%

PFSQX Mutual Fund Performance

PFSQX performance across multiple time periods: 1-month 5.27%, YTD 0.36%, 1-year 5.65%, 3-year 18.42%, 5-year 8.58%.

PFSQX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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