PAFWX Mutual Fund

PAFWX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
+0.26%
3 Months
+0.09%
6 Months
+2.08%
YTD
+5.46%
1 Year
+6.97%
3 Years (annualized)
+15.45%
5 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFWX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+6.70%
vs Peers
-1.24%

PAFWX Mutual Fund Performance

PAFWX performance across multiple time periods: 1-month 0.26%, YTD 5.46%, 1-year 6.97%, 3-year 15.45%, 5-year 6.68%.

PAFWX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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