PFANX Mutual Fund

PFANX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-0.73%
3 Months
+0.44%
6 Months
+0.54%
YTD
+1.48%
1 Year
+6.69%
3 Years (annualized)
+9.38%
5 Years (annualized)
+2.35%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFANX 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
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+2.62%
vs Peers
-1.14%

PFANX Mutual Fund Performance

PFANX performance across multiple time periods: 1-month -0.73%, YTD 1.48%, 1-year 6.69%, 3-year 9.38%, 5-year 2.35%, 10-year 5.27%.

PFANX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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