PACAX Mutual Fund

PACAX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
+1.05%
3 Months
+0.40%
6 Months
+1.92%
YTD
+3.83%
1 Year
+7.71%
3 Years (annualized)
+10.40%
5 Years (annualized)
+3.75%
10 Years (annualized)
+5.08%

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)
+3.83%
Peer Avg (YTD)
+3.78%
vs Peers
+0.06%

PACAX Mutual Fund Performance

PACAX performance across multiple time periods: 1-month 1.05%, YTD 3.83%, 1-year 7.71%, 3-year 10.40%, 5-year 3.75%, 10-year 5.08%.

PACAX returns outperform the peer average of 3.78% 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.