PASUX Mutual Fund

NAV$16.74

Returns Overview

1 Month
+0.25%
3 Months
+12.53%
6 Months
+11.31%
YTD
+10.48%
1 Year
+21.91%
3 Years (annualized)
+16.65%
5 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASUX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+7.64%
vs Peers
+2.84%

PASUX Mutual Fund Performance

PASUX performance across multiple time periods: 1-month 0.25%, YTD 10.48%, 1-year 21.91%, 3-year 16.65%, 5-year 8.41%.

PASUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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