PAOFX Mutual Fund

PAOFX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-0.22%
3 Months
+3.26%
6 Months
+6.73%
YTD
+9.53%
1 Year
+19.72%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAOFX 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)
+9.53%
Peer Avg (YTD)
+6.99%
vs Peers
+2.53%

PAOFX Mutual Fund Performance

PAOFX performance across multiple time periods: 1-month -0.22%, YTD 9.53%, 1-year 19.72%, 3-year 15.00%, 5-year 7.97%, 10-year 10.64%.

PAOFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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