PFXAX Mutual Fund

PFXAX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+3.45%
3 Months
-0.42%
6 Months
-1.44%
YTD
+1.44%
1 Year
+2.16%
3 Years (annualized)
+6.78%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFXAX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+1.93%
vs Peers
-0.49%

PFXAX Mutual Fund Performance

PFXAX performance across multiple time periods: 1-month 3.45%, YTD 1.44%, 1-year 2.16%, 3-year 6.78%, 5-year -0.06%, 10-year 1.12%.

PFXAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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