PFUIX Mutual Fund

PFUIX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
-0.14%
3 Months
-0.80%
6 Months
-3.12%
YTD
-1.58%
1 Year
+1.18%
3 Years (annualized)
+3.79%
5 Years (annualized)
-2.52%
10 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-1.58%
Peer Avg (YTD)
+0.25%
vs Peers
-1.83%

PFUIX Mutual Fund Performance

PFUIX performance across multiple time periods: 1-month -0.14%, YTD -1.58%, 1-year 1.18%, 3-year 3.79%, 5-year -2.52%, 10-year 0.04%.

PFUIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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