PFSZX Mutual Fund

NAV$26.78

Returns Overview

1 Month
+5.28%
3 Months
+11.60%
6 Months
+0.98%
YTD
+0.37%
1 Year
+5.62%
3 Years (annualized)
+18.37%
5 Years (annualized)
+8.53%
10 Years (annualized)
+13.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+8.61%
vs Peers
-8.24%

PFSZX Mutual Fund Performance

PFSZX performance across multiple time periods: 1-month 5.28%, YTD 0.37%, 1-year 5.62%, 3-year 18.37%, 5-year 8.53%, 10-year 13.15%.

PFSZX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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