PASPX Mutual Fund

NAV$10.50

Returns Overview

1 Month
-0.28%
3 Months
+1.16%
6 Months
+1.65%
YTD
+3.24%
1 Year
+7.06%
3 Years (annualized)
+7.71%
5 Years (annualized)
+4.78%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASPX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+3.47%
vs Peers
-0.23%

PASPX Mutual Fund Performance

PASPX performance across multiple time periods: 1-month -0.28%, YTD 3.24%, 1-year 7.06%, 3-year 7.71%, 5-year 4.78%, 10-year 4.18%.

PASPX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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