PFSQX Mutual Fund

NAV$24.51

Returns Overview

1 Month
-1.51%
3 Months
+2.84%
6 Months
-0.64%
YTD
-4.66%
1 Year
+3.92%
3 Years
+19.36%
5 Years
+7.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFSQX 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)
-4.66%
Peer Avg (YTD)
+5.99%
vs Peers
-10.65%

PFSQX Mutual Fund Performance

PFSQX performance across multiple time periods: 1-month -1.51%, YTD -4.66%, 1-year 3.92%, 3-year 19.36%, 5-year 7.34%.

PFSQX returns trail the peer average of 5.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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