PAFRX Mutual Fund

PAFRX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+0.68%
3 Months
+0.86%
6 Months
+1.84%
YTD
+1.74%
1 Year
+4.31%
3 Years (annualized)
+7.14%
5 Years (annualized)
+5.80%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+0.12%
vs Peers
+1.62%

PAFRX Mutual Fund Performance

PAFRX performance across multiple time periods: 1-month 0.68%, YTD 1.74%, 1-year 4.31%, 3-year 7.14%, 5-year 5.80%, 10-year 4.70%.

PAFRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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