PFUMX Mutual Fund

PFUMX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-0.52%
3 Months
+0.54%
6 Months
+0.23%
YTD
+2.51%
1 Year
+9.95%
3 Years (annualized)
+9.64%
5 Years (annualized)
+4.78%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUMX 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
JPM EMBI Global Diversified Index(^JPMEMBIGDI)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+2.32%
vs Peers
+0.19%

PFUMX Mutual Fund Performance

PFUMX performance across multiple time periods: 1-month -0.52%, YTD 2.51%, 1-year 9.95%, 3-year 9.64%, 5-year 4.78%, 10-year 5.61%.

PFUMX returns outperform the peer average of 2.32% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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