PACEX Mutual Fund

NAV$9.23

Returns Overview

1 Month
-0.21%
3 Months
+2.44%
6 Months
+1.18%
YTD
+1.18%
1 Year
+5.84%
3 Years (annualized)
+6.95%
5 Years (annualized)
+1.17%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACEX 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
J.P. Morgan Emerging Markets Bond Index Global Diversified Linked Index
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+3.07%
vs Peers
-1.89%

PACEX Mutual Fund Performance

PACEX performance across multiple time periods: 1-month -0.21%, YTD 1.18%, 1-year 5.84%, 3-year 6.95%, 5-year 1.17%, 10-year 3.51%.

PACEX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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