Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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Explore our range of financial tools to streamline your investment planning.
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The adviser seeks to achieve the fund"s investment objective by allocating the fund"s assets approximately equally between: interest rate related derivatives and interest income producing debt instruments. The adviser seeks to achieve the interest rate hedging aspect of the fund"s investment objective by investing in swaptions, interest rate options, and Treasury futures. The fund is non-diversified. more
| Time Frame | PFIX | S&P500 | |
|---|---|---|---|
| 1-Week Return | -1.9%% | % | -2.06%% |
| 1-Month Return | -2.1%% | % | -2.06%% |
| 3-Month Return | 1.42%% | % | 1.11%% |
| 6-Month Return | -12.59%% | % | 7.13%% |
| 1-Year Return | -6.49%% | % | 11.74%% |
| 3-Year Return | -20.72%% | % | 65.43%% |
| 5-Year Return | -6.9%% | % | 73.53%% |
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