PIFRX Mutual Fund

PIFRX Mutual Fund

NAV$4.85
See how much of PIFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.27%
3 Months
-0.29%
6 Months
-0.82%
YTD
-0.34%
1 Year
+0.14%
3 Years (annualized)
+5.93%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+1.93%
vs Peers
-2.26%

PIFRX Mutual Fund Performance

PIFRX performance across multiple time periods: 1-month 2.27%, YTD -0.34%, 1-year 0.14%, 3-year 5.93%, 5-year -0.25%, 10-year 1.69%.

PIFRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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