PAHSX Mutual Fund

NAV$7.55

Returns Overview

1 Month
+6.48%
3 Months
+2.86%
6 Months
+7.39%
YTD
+4.71%
1 Year
-1.82%
3 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Small Mid Cap Index(MSSUAWON)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+2.24%
vs Peers
+2.47%

PAHSX Mutual Fund Performance

PAHSX performance across multiple time periods: 1-month 6.48%, YTD 4.71%, 1-year -1.82%, 3-year 9.17%.

PAHSX returns outperform the peer average of 2.24% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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