PFSAX Mutual Fund

NAV$21.31

Returns Overview

1 Month
-5.88%
3 Months
-3.46%
6 Months
-6.01%
YTD
-7.36%
1 Year
-1.68%
3 Years
+14.14%
5 Years
+8.75%
10 Years
+12.05%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFSAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
-7.36%
Peer Avg (YTD)
+2.40%
vs Peers
-9.76%

PFSAX Mutual Fund Performance

PFSAX performance across multiple time periods: 1-month -5.88%, YTD -7.36%, 1-year -1.68%, 3-year 14.14%, 5-year 8.75%, 10-year 12.05%.

PFSAX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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