PAFOX Mutual Fund

PAFOX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
-1.06%
3 Months
+0.99%
6 Months
+2.47%
YTD
+3.33%
1 Year
+9.31%
3 Years (annualized)
+10.96%
5 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFOX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+6.99%
vs Peers
-3.67%

PAFOX Mutual Fund Performance

PAFOX performance across multiple time periods: 1-month -1.06%, YTD 3.33%, 1-year 9.31%, 3-year 10.96%, 5-year 5.09%.

PAFOX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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