PFADX Mutual Fund

PFADX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-0.30%
3 Months
-0.70%
6 Months
+0.30%
YTD
+2.15%
1 Year
+6.40%
3 Years (annualized)
+4.81%
5 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFADX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+3.39%
vs Peers
-1.24%

PFADX Mutual Fund Performance

PFADX performance across multiple time periods: 1-month -0.30%, YTD 2.15%, 1-year 6.40%, 3-year 4.81%, 5-year 1.18%.

PFADX returns trail the peer average of 3.39% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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