PRFDX Mutual Fund

PRFDX Mutual Fund

NAV$45.53
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Returns Overview

1 Month
+3.27%
3 Months
+7.78%
6 Months
+13.10%
YTD
+17.73%
1 Year
+28.96%
3 Years (annualized)
+15.71%
5 Years (annualized)
+11.31%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFDX 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
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📉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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+17.73%
Peer Avg (YTD)
+11.41%
vs Peers
+6.32%

PRFDX Mutual Fund Performance

PRFDX performance across multiple time periods: 1-month 3.27%, YTD 17.73%, 1-year 28.96%, 3-year 15.71%, 5-year 11.31%, 10-year 11.38%.

PRFDX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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