PAFZX Mutual Fund

PAFZX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
+0.38%
3 Months
+11.16%
6 Months
+9.40%
YTD
+8.86%
1 Year
+19.37%
3 Years (annualized)
+17.92%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFZX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+7.64%
vs Peers
+1.22%

PAFZX Mutual Fund Performance

PAFZX performance across multiple time periods: 1-month 0.38%, YTD 8.86%, 1-year 19.37%, 3-year 17.92%, 5-year 9.61%.

PAFZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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