PAHAX Mutual Fund

PAHAX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-1.32%
3 Months
-0.07%
6 Months
+11.93%
YTD
+9.64%
1 Year
+13.25%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHAX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+7.09%
vs Peers
+2.55%

PAHAX Mutual Fund Performance

PAHAX performance across multiple time periods: 1-month -1.32%, YTD 9.64%, 1-year 13.25%, 3-year 18.53%, 5-year 9.92%.

PAHAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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