PFTSX Mutual Fund

PFTSX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
+1.16%
3 Months
+0.53%
6 Months
+2.54%
YTD
+4.83%
1 Year
+8.37%
3 Years (annualized)
+9.38%
5 Years (annualized)
+3.53%

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)
+4.83%
Peer Avg (YTD)
+3.78%
vs Peers
+1.05%

PFTSX Mutual Fund Performance

PFTSX performance across multiple time periods: 1-month 1.16%, YTD 4.83%, 1-year 8.37%, 3-year 9.38%, 5-year 3.53%.

PFTSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.45%, 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.