PAFOX Mutual Fund

PAFOX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-1.95%
3 Months
-1.86%
6 Months
+3.36%
YTD
+2.50%
1 Year
+4.53%
3 Years (annualized)
+11.75%
5 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFOX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+7.10%
vs Peers
-4.61%

PAFOX Mutual Fund Performance

PAFOX performance across multiple time periods: 1-month -1.95%, YTD 2.50%, 1-year 4.53%, 3-year 11.75%, 5-year 4.99%.

PAFOX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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