PAHHX Mutual Fund

NAV$19.04

Returns Overview

1 Month
+0.21%
3 Months
+9.60%
6 Months
+8.72%
YTD
+8.10%
1 Year
+17.11%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.49%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+7.64%
vs Peers
+0.46%

PAHHX Mutual Fund Performance

PAHHX performance across multiple time periods: 1-month 0.21%, YTD 8.10%, 1-year 17.11%, 3-year 13.67%, 5-year 6.49%, 10-year 9.58%.

PAHHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

PAHHX performance comparison shows side-by-side returns with another fund. PAHHX alternatives are available in the Mutual Fund Screener.