PAFWX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
+0.59%
3 Months
+8.09%
6 Months
+6.73%
YTD
+6.45%
1 Year
+14.51%
3 Years (annualized)
+14.16%
5 Years (annualized)
+7.40%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+7.64%
vs Peers
-1.19%

PAFWX Mutual Fund Performance

PAFWX performance across multiple time periods: 1-month 0.59%, YTD 6.45%, 1-year 14.51%, 3-year 14.16%, 5-year 7.40%.

PAFWX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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