PAFDX Mutual Fund

PAFDX Mutual Fund

NAV$44.23
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Returns Overview

1 Month
+0.87%
3 Months
+6.35%
6 Months
+11.53%
YTD
+18.56%
1 Year
+23.51%
3 Years (annualized)
+17.24%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFDX 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)
+18.56%
Peer Avg (YTD)
+12.44%
vs Peers
+6.12%

PAFDX Mutual Fund Performance

PAFDX performance across multiple time periods: 1-month 0.87%, YTD 18.56%, 1-year 23.51%, 3-year 17.24%, 5-year 10.64%, 10-year 11.09%.

PAFDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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