PAFDX Mutual Fund

NAV$45.71

Returns Overview

1 Month
+1.85%
3 Months
+12.63%
6 Months
+13.54%
YTD
+12.45%
1 Year
+22.26%
3 Years (annualized)
+15.55%
5 Years (annualized)
+10.05%
10 Years (annualized)
+11.76%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+12.45%
Peer Avg (YTD)
+9.49%
vs Peers
+2.96%

PAFDX Mutual Fund Performance

PAFDX performance across multiple time periods: 1-month 1.85%, YTD 12.45%, 1-year 22.26%, 3-year 15.55%, 5-year 10.05%, 10-year 11.76%.

PAFDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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