PAOFX Mutual Fund

NAV$22.66

Returns Overview

1 Month
+0.23%
3 Months
+11.70%
6 Months
+10.59%
YTD
+9.77%
1 Year
+15.29%
3 Years (annualized)
+14.14%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAOFX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+7.64%
vs Peers
+2.13%

PAOFX Mutual Fund Performance

PAOFX performance across multiple time periods: 1-month 0.23%, YTD 9.77%, 1-year 15.29%, 3-year 14.14%, 5-year 6.87%, 10-year 10.44%.

PAOFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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