PFATX Mutual Fund

NAV$8.74

Returns Overview

1 Month
+1.58%
3 Months
-1.71%
6 Months
+9.87%
YTD
+8.80%
1 Year
+16.00%
3 Years (annualized)
+6.49%
5 Years (annualized)
+3.08%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFATX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+3.47%
vs Peers
+5.32%

PFATX Mutual Fund Performance

PFATX performance across multiple time periods: 1-month 1.58%, YTD 8.80%, 1-year 16.00%, 3-year 6.49%, 5-year 3.08%, 10-year 1.18%.

PFATX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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