PFPRX Mutual Fund

PFPRX Mutual Fund

NAV$55.35
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Returns Overview

1 Month
-3.61%
3 Months
-2.49%
6 Months
+2.16%
YTD
+1.52%
1 Year
-1.43%
3 Years (annualized)
+14.23%
5 Years (annualized)
+1.78%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPRX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+10.76%
vs Peers
-9.24%

PFPRX Mutual Fund Performance

PFPRX performance across multiple time periods: 1-month -3.61%, YTD 1.52%, 1-year -1.43%, 3-year 14.23%, 5-year 1.78%, 10-year 8.92%.

PFPRX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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