PFSZX Mutual Fund

NAV$22.36

Returns Overview

1 Month
-5.85%
3 Months
-3.43%
6 Months
-5.86%
YTD
-7.31%
1 Year
-1.42%
3 Years
+14.54%
5 Years
+9.10%
10 Years
+12.41%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFSZX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
-7.31%
Peer Avg (YTD)
+2.40%
vs Peers
-9.71%

PFSZX Mutual Fund Performance

PFSZX performance across multiple time periods: 1-month -5.85%, YTD -7.31%, 1-year -1.42%, 3-year 14.54%, 5-year 9.10%, 10-year 12.41%.

PFSZX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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