PFRIX Mutual Fund

NAV$8.91

Returns Overview

1 Month
+0.41%
3 Months
+2.64%
6 Months
+2.72%
YTD
+2.72%
1 Year
+5.08%
3 Years (annualized)
+7.82%
5 Years (annualized)
+5.60%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRIX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+3.23%
vs Peers
-0.51%

PFRIX Mutual Fund Performance

PFRIX performance across multiple time periods: 1-month 0.41%, YTD 2.72%, 1-year 5.08%, 3-year 7.82%, 5-year 5.60%, 10-year 5.27%.

PFRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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