PACAX Mutual Fund

NAV$11.43

Returns Overview

1 Month
-1.64%
3 Months
+0.44%
6 Months
+1.24%
YTD
+2.05%
1 Year
+11.17%
3 Years (annualized)
+10.52%
5 Years (annualized)
+4.18%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+4.14%
vs Peers
-2.09%

PACAX Mutual Fund Performance

PACAX performance across multiple time periods: 1-month -1.64%, YTD 2.05%, 1-year 11.17%, 3-year 10.52%, 5-year 4.18%, 10-year 5.33%.

PACAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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