PAHVX Mutual Fund

PAHVX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
+6.54%
3 Months
+2.96%
6 Months
+7.58%
YTD
+4.79%
1 Year
-1.42%
3 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHVX 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
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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)
+4.79%
Peer Avg (YTD)
+2.24%
vs Peers
+2.55%

PAHVX Mutual Fund Performance

PAHVX performance across multiple time periods: 1-month 6.54%, YTD 4.79%, 1-year -1.42%, 3-year 9.46%.

PAHVX returns outperform the peer average of 2.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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