PFRAX Mutual Fund

NAV$9.67

Returns Overview

1 Month
+0.81%
3 Months
+2.50%
6 Months
+0.83%
YTD
+0.93%
1 Year
+2.67%
3 Years (annualized)
+5.30%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRAX 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 Global Aggregate Bond ex-USD hedged Index(^BBGGAAGEUHI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+0.99%
vs Peers
-0.06%

PFRAX Mutual Fund Performance

PFRAX performance across multiple time periods: 1-month 0.81%, YTD 0.93%, 1-year 2.67%, 3-year 5.30%, 5-year 1.56%, 10-year 1.99%.

PFRAX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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