PACAX Mutual Fund

PACAX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+1.17%
3 Months
+0.02%
6 Months
+0.77%
YTD
+2.77%
1 Year
+3.90%
3 Years (annualized)
+11.30%
5 Years (annualized)
+3.54%
10 Years (annualized)
+4.96%

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)
+2.77%
Peer Avg (YTD)
+2.95%
vs Peers
-0.18%

PACAX Mutual Fund Performance

PACAX performance across multiple time periods: 1-month 1.17%, YTD 2.77%, 1-year 3.90%, 3-year 11.30%, 5-year 3.54%, 10-year 4.96%.

PACAX returns trail the peer average of 2.95% 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.