PAAKX Mutual Fund

PAAKX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
-1.17%
3 Months
+0.14%
6 Months
+3.61%
YTD
+9.80%
1 Year
+12.01%
3 Years (annualized)
+20.33%
5 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAKX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+6.70%
vs Peers
+3.10%

PAAKX Mutual Fund Performance

PAAKX performance across multiple time periods: 1-month -1.17%, YTD 9.80%, 1-year 12.01%, 3-year 20.33%, 5-year 10.51%.

PAAKX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

PAAKX vs another fund shows side-by-side returns. PAAKX alternatives are available in the Mutual Fund Screener.