PAFDX Mutual Fund

PAFDX Mutual Fund

NAV$46.53
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Returns Overview

1 Month
+4.30%
3 Months
+1.78%
6 Months
+9.99%
YTD
+19.63%
1 Year
+24.73%
3 Years (annualized)
+19.93%
5 Years (annualized)
+10.50%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFDX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+19.63%
Peer Avg (YTD)
+14.61%
vs Peers
+5.02%

PAFDX Mutual Fund Performance

PAFDX performance across multiple time periods: 1-month 4.30%, YTD 19.63%, 1-year 24.73%, 3-year 19.93%, 5-year 10.50%, 10-year 11.26%.

PAFDX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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