PACLX Mutual Fund

NAV$38.11

Returns Overview

1 Month
-0.30%
3 Months
+9.40%
6 Months
+5.82%
YTD
+5.85%
1 Year
+11.79%
3 Years (annualized)
+12.45%
5 Years (annualized)
+8.37%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACLX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+5.87%
vs Peers
-0.02%

PACLX Mutual Fund Performance

PACLX performance across multiple time periods: 1-month -0.30%, YTD 5.85%, 1-year 11.79%, 3-year 12.45%, 5-year 8.37%, 10-year 11.03%.

PACLX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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