PFUNX Mutual Fund

PFUNX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
-0.16%
3 Months
-0.84%
6 Months
-3.20%
YTD
-1.67%
1 Year
+1.02%
3 Years (annualized)
+3.63%
5 Years (annualized)
-2.67%
10 Years (annualized)
+0.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUNX 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
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-1.67%
Peer Avg (YTD)
+0.25%
vs Peers
-1.92%

PFUNX Mutual Fund Performance

PFUNX performance across multiple time periods: 1-month -0.16%, YTD -1.67%, 1-year 1.02%, 3-year 3.63%, 5-year -2.67%, 10-year 0.08%.

PFUNX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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