PFADX Mutual Fund

NAV$10.00

Returns Overview

1 Month
-0.50%
3 Months
+1.01%
6 Months
+2.67%
YTD
+2.46%
1 Year
+6.61%
3 Years (annualized)
+5.15%
5 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFADX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+4.14%
vs Peers
-1.69%

PFADX Mutual Fund Performance

PFADX performance across multiple time periods: 1-month -0.50%, YTD 2.46%, 1-year 6.61%, 3-year 5.15%, 5-year 1.28%.

PFADX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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