PADAX Mutual Fund

NAV$9.13

Returns Overview

1 Month
-0.11%
6 Months
-0.11%
1 Year
+4.87%
3 Years (annualized)
+10.88%
5 Years (annualized)
+13.97%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADAX 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
ICE BofA 3-Month US Treasury Bill Index

PADAX Mutual Fund Performance

PADAX performance across multiple time periods: 1-month -0.11%, 1-year 4.87%, 3-year 10.88%, 5-year 13.97%, 10-year 8.57%.

PADAX returns can be compared against peers and benchmarks. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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