PAFVX Mutual Fund

NAV$11.39

Returns Overview

1 Month
+0.53%
3 Months
+5.37%
6 Months
+4.88%
YTD
+4.69%
1 Year
+13.47%
3 Years (annualized)
+12.32%
5 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+7.64%
vs Peers
-2.95%

PAFVX Mutual Fund Performance

PAFVX performance across multiple time periods: 1-month 0.53%, YTD 4.69%, 1-year 13.47%, 3-year 12.32%, 5-year 6.16%.

PAFVX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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