PFIEX Mutual Fund

NAV$15.68

Returns Overview

1 Month
+2.35%
3 Months
+5.38%
6 Months
+7.18%
YTD
+11.44%
1 Year
+19.86%
3 Years (annualized)
+15.99%
5 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFIEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+9.13%
vs Peers
+2.31%

PFIEX Mutual Fund Performance

PFIEX performance across multiple time periods: 1-month 2.35%, YTD 11.44%, 1-year 19.86%, 3-year 15.99%, 5-year 8.82%.

PFIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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