PAFYX Mutual Fund

PAFYX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+0.59%
3 Months
+8.24%
6 Months
+6.88%
YTD
+6.69%
1 Year
+14.97%
3 Years (annualized)
+14.65%
5 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+7.64%
vs Peers
-0.95%

PAFYX Mutual Fund Performance

PAFYX performance across multiple time periods: 1-month 0.59%, YTD 6.69%, 1-year 14.97%, 3-year 14.65%, 5-year 7.84%.

PAFYX 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.

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