PAHRX Mutual Fund

PAHRX Mutual Fund

NAV$12.34
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Returns Overview

1 Month
-0.49%
3 Months
+1.08%
6 Months
+2.69%
YTD
+4.00%
1 Year
+9.05%
3 Years (annualized)
+8.45%
5 Years (annualized)
+3.75%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHRX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+6.99%
vs Peers
-2.99%

PAHRX Mutual Fund Performance

PAHRX performance across multiple time periods: 1-month -0.49%, YTD 4.00%, 1-year 9.05%, 3-year 8.45%, 5-year 3.75%, 10-year 5.71%.

PAHRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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