PFSMX Mutual Fund

NAV$10.03

Returns Overview

1 Month
-0.10%
3 Months
+2.45%
6 Months
+3.30%
YTD
+6.59%
1 Year
+12.47%
3 Years (annualized)
+13.89%
5 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+8.97%
vs Peers
-2.38%

PFSMX Mutual Fund Performance

PFSMX performance across multiple time periods: 1-month -0.10%, YTD 6.59%, 1-year 12.47%, 3-year 13.89%, 5-year 6.92%.

PFSMX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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