PFSZX Mutual Fund

PFSZX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
+6.39%
3 Months
+10.31%
6 Months
+8.45%
YTD
+6.78%
1 Year
+11.89%
3 Years (annualized)
+20.87%
5 Years (annualized)
+10.84%
10 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSZX 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)
+6.78%
Peer Avg (YTD)
+10.67%
vs Peers
-3.89%

PFSZX Mutual Fund Performance

PFSZX performance across multiple time periods: 1-month 6.39%, YTD 6.78%, 1-year 11.89%, 3-year 20.87%, 5-year 10.84%, 10-year 14.11%.

PFSZX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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