PFATX Mutual Fund

PFATX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+7.73%
3 Months
+4.07%
6 Months
+11.26%
YTD
+19.30%
1 Year
+24.62%
3 Years (annualized)
+7.94%
5 Years (annualized)
+6.74%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFATX 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 BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+3.99%
vs Peers
+15.31%

PFATX Mutual Fund Performance

PFATX performance across multiple time periods: 1-month 7.73%, YTD 19.30%, 1-year 24.62%, 3-year 7.94%, 5-year 6.74%, 10-year 1.92%.

PFATX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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