PFSAX Mutual Fund

NAV$23.48

Returns Overview

1 Month
-1.54%
3 Months
+2.75%
6 Months
-0.81%
YTD
-4.81%
1 Year
+3.58%
3 Years
+18.87%
5 Years
+6.93%
10 Years
+11.03%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
-4.81%
Peer Avg (YTD)
+5.99%
vs Peers
-10.79%

PFSAX Mutual Fund Performance

PFSAX performance across multiple time periods: 1-month -1.54%, YTD -4.81%, 1-year 3.58%, 3-year 18.87%, 5-year 6.93%, 10-year 11.03%.

PFSAX returns trail the peer average of 5.99% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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