PAKRX Mutual Fund

NAV$15.72

Returns Overview

1 Month
+0.13%
3 Months
+6.91%
6 Months
+6.41%
YTD
+5.98%
1 Year
+12.88%
3 Years (annualized)
+10.70%
5 Years (annualized)
+4.91%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAKRX 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
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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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+7.64%
vs Peers
-1.66%

PAKRX Mutual Fund Performance

PAKRX performance across multiple time periods: 1-month 0.13%, YTD 5.98%, 1-year 12.88%, 3-year 10.70%, 5-year 4.91%, 10-year 7.83%.

PAKRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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