PFUIX Mutual Fund

PFUIX Mutual Fund

NAV$7.24
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Returns Overview

1 Month
+0.88%
3 Months
-2.14%
6 Months
-2.60%
YTD
-3.37%
1 Year
-2.78%
3 Years (annualized)
+5.14%
5 Years (annualized)
-2.02%
10 Years (annualized)
+0.30%

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)
-3.37%
Peer Avg (YTD)
-0.97%
vs Peers
-2.40%

PFUIX Mutual Fund Performance

PFUIX performance across multiple time periods: 1-month 0.88%, YTD -3.37%, 1-year -2.78%, 3-year 5.14%, 5-year -2.02%, 10-year 0.30%.

PFUIX returns trail the peer average of -0.97% 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.