PFSEX Mutual Fund

NAV$15.62

Returns Overview

1 Month
-0.13%
3 Months
+13.56%
6 Months
+9.60%
YTD
+8.83%
1 Year
+19.66%
3 Years (annualized)
+16.42%
5 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSEX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+8.36%
vs Peers
+0.47%

PFSEX Mutual Fund Performance

PFSEX performance across multiple time periods: 1-month -0.13%, YTD 8.83%, 1-year 19.66%, 3-year 16.42%, 5-year 10.08%.

PFSEX returns outperform the peer average of 8.36% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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