PAFIX Mutual Fund

NAV$11.19

Returns Overview

1 Month
-2.05%
3 Months
+3.29%
6 Months
+9.68%
YTD
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFIX 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

This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+3.47%
vs Peers
+5.99%

PAFIX Mutual Fund Performance

PAFIX performance across multiple time periods: 1-month -2.05%, YTD 9.46%.

PAFIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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