PAFWX Mutual Fund

PAFWX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
-1.01%
3 Months
+1.99%
6 Months
+4.25%
YTD
+5.37%
1 Year
+12.76%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.01%

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)
+5.37%
Peer Avg (YTD)
+6.99%
vs Peers
-1.62%

PAFWX Mutual Fund Performance

PAFWX performance across multiple time periods: 1-month -1.01%, YTD 5.37%, 1-year 12.76%, 3-year 13.07%, 5-year 7.01%.

PAFWX 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.

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