PACCX Mutual Fund

PACCX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
-1.37%
3 Months
+0.57%
6 Months
+1.59%
YTD
+2.33%
1 Year
+7.58%
3 Years (annualized)
+8.91%
5 Years (annualized)
+2.95%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACCX 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)
+2.33%
Peer Avg (YTD)
+3.39%
vs Peers
-1.06%

PACCX Mutual Fund Performance

PACCX performance across multiple time periods: 1-month -1.37%, YTD 2.33%, 1-year 7.58%, 3-year 8.91%, 5-year 2.95%, 10-year 4.40%.

PACCX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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