PFSRX Mutual Fund

NAV$8.41

Returns Overview

1 Month
-0.10%
3 Months
+1.16%
6 Months
+1.03%
YTD
+1.03%
1 Year
+3.04%
3 Years (annualized)
+5.74%
5 Years (annualized)
+4.31%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFSRX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.23%
vs Peers
-2.19%

PFSRX Mutual Fund Performance

PFSRX performance across multiple time periods: 1-month -0.10%, YTD 1.03%, 1-year 3.04%, 3-year 5.74%, 5-year 4.31%, 10-year 3.61%.

PFSRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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