PAFRX Mutual Fund

PAFRX Mutual Fund

NAV$9.04
See how much of PAFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.02%
3 Months
+1.51%
6 Months
+3.13%
YTD
+2.58%
1 Year
+4.08%
3 Years (annualized)
+6.85%
5 Years (annualized)
+5.76%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFRX 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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+0.50%
vs Peers
+2.08%

PAFRX Mutual Fund Performance

PAFRX performance across multiple time periods: 1-month -0.02%, YTD 2.58%, 1-year 4.08%, 3-year 6.85%, 5-year 5.76%, 10-year 4.79%.

PAFRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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