PACAX Mutual Fund

PACAX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-1.33%
3 Months
+0.75%
6 Months
+1.93%
YTD
+2.75%
1 Year
+8.34%
3 Years (annualized)
+9.38%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+3.39%
vs Peers
-0.64%

PACAX Mutual Fund Performance

PACAX performance across multiple time periods: 1-month -1.33%, YTD 2.75%, 1-year 8.34%, 3-year 9.38%, 5-year 3.53%, 10-year 4.87%.

PACAX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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