PRFDX Mutual Fund

PRFDX Mutual Fund

NAV$46.78
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Returns Overview

1 Month
+4.35%
3 Months
+1.87%
6 Months
+10.18%
YTD
+19.94%
1 Year
+25.14%
3 Years (annualized)
+20.32%
5 Years (annualized)
+10.85%
10 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+19.94%
Peer Avg (YTD)
+14.61%
vs Peers
+5.32%

PRFDX Mutual Fund Performance

PRFDX performance across multiple time periods: 1-month 4.35%, YTD 19.94%, 1-year 25.14%, 3-year 20.32%, 5-year 10.85%, 10-year 11.60%.

PRFDX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

PRFDX vs another fund shows side-by-side returns. PRFDX alternatives are available in the Mutual Fund Screener.