PAFTX Mutual Fund

PAFTX Mutual Fund

NAV$23.55
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Returns Overview

1 Month
-0.17%
3 Months
+3.43%
6 Months
+7.06%
YTD
+9.99%
1 Year
+20.59%
3 Years (annualized)
+15.00%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFTX 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
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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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+6.99%
vs Peers
+2.99%

PAFTX Mutual Fund Performance

PAFTX performance across multiple time periods: 1-month -0.17%, YTD 9.99%, 1-year 20.59%, 3-year 15.00%, 5-year 8.05%, 10-year 10.86%.

PAFTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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