PFADX Mutual Fund

PFADX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.80%
6 Months
-1.18%
YTD
+2.97%
1 Year
+6.04%
3 Years (annualized)
+5.44%
5 Years (annualized)
+1.25%

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)
+2.97%
Peer Avg (YTD)
+3.78%
vs Peers
-0.81%

PFADX Mutual Fund Performance

PFADX performance across multiple time periods: 1-month 0.80%, YTD 2.97%, 1-year 6.04%, 3-year 5.44%, 5-year 1.25%.

PFADX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.55%, 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.