PFUMX Mutual Fund

NAV$9.65

Returns Overview

1 Month
+0.35%
3 Months
+3.76%
6 Months
+3.15%
YTD
+3.04%
1 Year
+11.19%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPM EMBI Global Diversified Index(^JPMEMBIGDI)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+3.07%
vs Peers
-0.03%

PFUMX Mutual Fund Performance

PFUMX performance across multiple time periods: 1-month 0.35%, YTD 3.04%, 1-year 11.19%, 3-year 10.27%, 5-year 4.74%.

PFUMX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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