PABAX Mutual Fund

PABAX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
+1.79%
3 Months
+1.25%
6 Months
+5.77%
YTD
+7.89%
1 Year
+13.44%
3 Years (annualized)
+15.39%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABAX 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)
+7.89%
Peer Avg (YTD)
+6.28%
vs Peers
+1.61%

PABAX Mutual Fund Performance

PABAX performance across multiple time periods: 1-month 1.79%, YTD 7.89%, 1-year 13.44%, 3-year 15.39%, 5-year 7.51%, 10-year 8.89%.

PABAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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