PRFSX Mutual Fund

NAV$5.50

Returns Overview

1 Month
+0.18%
3 Months
+0.67%
6 Months
+1.04%
YTD
+1.04%
1 Year
+3.25%
3 Years (annualized)
+3.21%
5 Years (annualized)
+1.35%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFSX 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

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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 1-5 Year Blend (1-6 Year Maturity) Index
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+1.79%
vs Peers
-0.74%

PRFSX Mutual Fund Performance

PRFSX performance across multiple time periods: 1-month 0.18%, YTD 1.04%, 1-year 3.25%, 3-year 3.21%, 5-year 1.35%, 10-year 1.60%.

PRFSX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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