PACRX Mutual Fund

NAV$12.04

Returns Overview

1 Month
+0.67%
3 Months
+4.90%
6 Months
+4.18%
YTD
+4.00%
1 Year
+10.84%
3 Years (annualized)
+10.24%
5 Years (annualized)
+3.91%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+4.14%
vs Peers
-0.14%

PACRX Mutual Fund Performance

PACRX performance across multiple time periods: 1-month 0.67%, YTD 4.00%, 1-year 10.84%, 3-year 10.24%, 5-year 3.91%, 10-year 5.06%.

PACRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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