PADQX Mutual Fund

NAV$9.12

Returns Overview

1 Month
-0.39%
3 Months
+1.75%
6 Months
+2.60%
YTD
+2.60%
1 Year
+5.29%
3 Years (annualized)
+11.40%
5 Years (annualized)
+14.40%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+3.23%
vs Peers
-0.63%

PADQX Mutual Fund Performance

PADQX performance across multiple time periods: 1-month -0.39%, YTD 2.60%, 1-year 5.29%, 3-year 11.40%, 5-year 14.40%, 10-year 8.95%.

PADQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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