PAHTX Mutual Fund

PAHTX Mutual Fund

NAV$7.30
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Returns Overview

1 Month
+6.40%
3 Months
+2.67%
6 Months
+7.03%
YTD
+4.58%
1 Year
-2.53%
3 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHTX 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
MSCI All Country World Small Mid Cap Index(MSSUAWON)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+2.24%
vs Peers
+2.34%

PAHTX Mutual Fund Performance

PAHTX performance across multiple time periods: 1-month 6.40%, YTD 4.58%, 1-year -2.53%, 3-year 8.33%.

PAHTX returns outperform the peer average of 2.24% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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