PFAPX Mutual Fund

Returns Overview

3 Months
-1.34%
6 Months
+1.27%
YTD
-2.05%
1 Year
-3.92%
3 Years (annualized)
-1.81%
5 Years (annualized)
-20.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFAPX 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 BofA SOFR Overnight Rate Index(^ICEBASOFRORI)

PFAPX Mutual Fund Performance

PFAPX performance across multiple time periods: YTD -2.05%, 1-year -3.92%, 3-year -1.81%, 5-year -20.79%.

PFAPX returns can be compared against peers and benchmarks. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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