PFTSX Mutual Fund

PFTSX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
-1.33%
3 Months
+1.55%
6 Months
+2.48%
YTD
+3.62%
1 Year
+8.76%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTSX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+3.39%
vs Peers
+0.23%

PFTSX Mutual Fund Performance

PFTSX performance across multiple time periods: 1-month -1.33%, YTD 3.62%, 1-year 8.76%, 3-year 8.52%, 5-year 3.49%.

PFTSX returns outperform the peer average of 3.39% YTD. With an expense ratio of 3.02%, investors should weigh costs against performance when evaluating this mutual fund.

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