PACOX Mutual Fund

NAV$73.66

Returns Overview

1 Month
-0.57%
3 Months
+15.98%
6 Months
+10.78%
YTD
+10.53%
1 Year
+22.02%
3 Years (annualized)
+20.76%
5 Years (annualized)
+13.50%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACOX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+9.51%
vs Peers
+1.03%

PACOX Mutual Fund Performance

PACOX performance across multiple time periods: 1-month -0.57%, YTD 10.53%, 1-year 22.02%, 3-year 20.76%, 5-year 13.50%, 10-year 15.65%.

PACOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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