PFTEX Mutual Fund

PFTEX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-0.26%
3 Months
+3.49%
6 Months
+6.04%
YTD
+8.33%
1 Year
+17.84%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTEX 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
Morningstar Moderate Target Risk Total Return Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+5.54%
vs Peers
+2.79%

PFTEX Mutual Fund Performance

PFTEX performance across multiple time periods: 1-month -0.26%, YTD 8.33%, 1-year 17.84%, 3-year 12.57%, 5-year 6.87%.

PFTEX returns outperform the peer average of 5.54% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

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