PASCX Mutual Fund

NAV$12.10

Returns Overview

1 Month
-0.40%
3 Months
+4.81%
6 Months
+8.05%
YTD
+7.77%
1 Year
+15.36%
3 Years (annualized)
+9.34%
5 Years (annualized)
+3.80%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASCX 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 TIPS Index
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+5.93%
vs Peers
+1.83%

PASCX Mutual Fund Performance

PASCX performance across multiple time periods: 1-month -0.40%, YTD 7.77%, 1-year 15.36%, 3-year 9.34%, 5-year 3.80%, 10-year 5.71%.

PASCX returns outperform the peer average of 5.93% YTD. With an expense ratio of 3.04%, investors should weigh costs against performance when evaluating this mutual fund.

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