PFXYX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.29%
3 Months
-3.03%
6 Months
+2.14%
YTD
+1.02%
1 Year
+4.74%
3 Years (annualized)
-2.94%
5 Years (annualized)
-0.73%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFXYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+4.36%
vs Peers
-3.33%

PFXYX Mutual Fund Performance

PFXYX performance across multiple time periods: 1-month -0.29%, YTD 1.02%, 1-year 4.74%, 3-year -2.94%, 5-year -0.73%, 10-year 0.88%.

PFXYX returns trail the peer average of 4.36% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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