PFSRX Mutual Fund

PFSRX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
+0.47%
3 Months
+0.60%
6 Months
+1.75%
YTD
+1.51%
1 Year
+2.99%
3 Years (annualized)
+5.55%
5 Years (annualized)
+4.43%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSRX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+0.12%
vs Peers
+1.39%

PFSRX Mutual Fund Performance

PFSRX performance across multiple time periods: 1-month 0.47%, YTD 1.51%, 1-year 2.99%, 3-year 5.55%, 5-year 4.43%, 10-year 3.53%.

PFSRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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