PAHAX Mutual Fund

PAHAX Mutual Fund

NAV$13.69
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Returns Overview

1 Month
+0.45%
3 Months
+12.01%
6 Months
+10.26%
YTD
+9.72%
1 Year
+21.06%
3 Years (annualized)
+18.38%
5 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHAX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+7.64%
vs Peers
+2.08%

PAHAX Mutual Fund Performance

PAHAX performance across multiple time periods: 1-month 0.45%, YTD 9.72%, 1-year 21.06%, 3-year 18.38%, 5-year 10.35%.

PAHAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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