PFSQX Mutual Fund

NAV$22.39

Returns Overview

1 Month
-5.85%
3 Months
-3.39%
6 Months
-5.85%
YTD
-7.30%
1 Year
-1.38%
3 Years
+14.60%
5 Years
+9.15%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFSQX 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)
-7.30%
Peer Avg (YTD)
+2.40%
vs Peers
-9.70%

PFSQX Mutual Fund Performance

PFSQX performance across multiple time periods: 1-month -5.85%, YTD -7.30%, 1-year -1.38%, 3-year 14.60%, 5-year 9.15%.

PFSQX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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