PAFYX Mutual Fund

PAFYX Mutual Fund

NAV$11.90
See how much of PAFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.66%
3 Months
-1.09%
6 Months
+7.06%
YTD
+5.53%
1 Year
+8.13%
3 Years (annualized)
+14.61%
5 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+7.09%
vs Peers
-1.56%

PAFYX Mutual Fund Performance

PAFYX performance across multiple time periods: 1-month -1.66%, YTD 5.53%, 1-year 8.13%, 3-year 14.61%, 5-year 7.35%.

PAFYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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