PAFRX Mutual Fund

PAFRX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-0.16%
3 Months
+0.66%
6 Months
+1.53%
YTD
+2.41%
1 Year
+3.62%
3 Years (annualized)
+6.59%
5 Years (annualized)
+5.54%
10 Years (annualized)
+4.66%

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
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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/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+2.28%
vs Peers
+0.13%

PAFRX Mutual Fund Performance

PAFRX performance across multiple time periods: 1-month -0.16%, YTD 2.41%, 1-year 3.62%, 3-year 6.59%, 5-year 5.54%, 10-year 4.66%.

PAFRX returns outperform the peer average of 2.28% 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.