PFRSX Mutual Fund

NAV$32.90

Returns Overview

1 Month
+1.27%
3 Months
+10.12%
6 Months
+13.76%
YTD
+13.59%
1 Year
+12.19%
3 Years (annualized)
+9.40%
5 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFRSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+11.24%
vs Peers
+2.35%

PFRSX Mutual Fund Performance

PFRSX performance across multiple time periods: 1-month 1.27%, YTD 13.59%, 1-year 12.19%, 3-year 9.40%, 5-year 3.52%.

PFRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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