PFATX Mutual Fund

PFATX Mutual Fund

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Returns Overview

1 Month
+5.36%
3 Months
+6.91%
6 Months
+12.03%
YTD
+15.76%
1 Year
+24.64%
3 Years (annualized)
+7.91%
5 Years (annualized)
+4.78%
10 Years (annualized)
+1.70%

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

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)
+15.76%
Peer Avg (YTD)
+2.39%
vs Peers
+13.37%

PFATX Mutual Fund Performance

PFATX performance across multiple time periods: 1-month 5.36%, YTD 15.76%, 1-year 24.64%, 3-year 7.91%, 5-year 4.78%, 10-year 1.70%.

PFATX returns outperform the peer average of 2.39% 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.