PRFDX Mutual Fund

PRFDX Mutual Fund

NAV$44.24
See how much of PRFDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+6.42%
6 Months
+11.69%
YTD
+18.78%
1 Year
+23.89%
3 Years (annualized)
+17.61%
5 Years (annualized)
+10.99%
10 Years (annualized)
+11.43%

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
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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+12.44%
vs Peers
+6.34%

PRFDX Mutual Fund Performance

PRFDX performance across multiple time periods: 1-month 0.89%, YTD 18.78%, 1-year 23.89%, 3-year 17.61%, 5-year 10.99%, 10-year 11.43%.

PRFDX returns outperform the peer average of 12.44% 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.