PADZX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-0.11%
3 Months
-0.11%
6 Months
-0.11%
YTD
-0.11%
1 Year
+5.07%
3 Years (annualized)
+11.27%
5 Years (annualized)
+14.28%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADZX 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
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.23%
vs Peers
-3.34%

PADZX Mutual Fund Performance

PADZX performance across multiple time periods: 1-month -0.11%, YTD -0.11%, 1-year 5.07%, 3-year 11.27%, 5-year 14.28%, 10-year 8.85%.

PADZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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