PFANX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+0.55%
3 Months
+2.88%
6 Months
+2.32%
YTD
+2.22%
1 Year
+8.28%
3 Years (annualized)
+10.57%
5 Years (annualized)
+2.57%
10 Years (annualized)
+5.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 8% Constrained Core West Preferred & Jr Subordinated Securities Index(^ICEBOFA8CONCWPAJSSI)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+2.03%
vs Peers
+0.18%

PFANX Mutual Fund Performance

PFANX performance across multiple time periods: 1-month 0.55%, YTD 2.22%, 1-year 8.28%, 3-year 10.57%, 5-year 2.57%, 10-year 5.71%.

PFANX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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