PFTSX Mutual Fund

NAV$11.16

Returns Overview

1 Month
+0.71%
3 Months
+7.10%
6 Months
+5.31%
YTD
+5.01%
1 Year
+10.54%
3 Years (annualized)
+9.40%
5 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTSX 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 Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+4.14%
vs Peers
+0.87%

PFTSX Mutual Fund Performance

PFTSX performance across multiple time periods: 1-month 0.71%, YTD 5.01%, 1-year 10.54%, 3-year 9.40%, 5-year 3.91%.

PFTSX returns outperform the peer average of 4.14% YTD. With an expense ratio of 3.02%, investors should weigh costs against performance when evaluating this mutual fund.

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