PFUAX Mutual Fund

NAV$7.52

Returns Overview

1 Month
-0.27%
3 Months
-1.83%
6 Months
-4.69%
YTD
-3.84%
1 Year
-2.25%
3 Years (annualized)
+3.94%
5 Years (annualized)
-2.69%
10 Years (annualized)
-0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUAX 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
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-3.84%
Peer Avg (YTD)
+0.99%
vs Peers
-4.83%

PFUAX Mutual Fund Performance

PFUAX performance across multiple time periods: 1-month -0.27%, YTD -3.84%, 1-year -2.25%, 3-year 3.94%, 5-year -2.69%, 10-year -0.21%.

PFUAX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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