PAFTX Mutual Fund

PAFTX Mutual Fund

NAV$22.79
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Returns Overview

1 Month
-0.83%
3 Months
-0.65%
6 Months
+2.75%
YTD
+9.27%
1 Year
+11.75%
3 Years (annualized)
+18.50%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAFTX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+14.77%
vs Peers
-5.50%

PAFTX Mutual Fund Performance

PAFTX performance across multiple time periods: 1-month -0.83%, YTD 9.27%, 1-year 11.75%, 3-year 18.50%, 5-year 7.23%, 10-year 10.84%.

PAFTX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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