PACDX Mutual Fund

NAV$11.64

Returns Overview

1 Month
+0.69%
3 Months
+5.09%
6 Months
+4.44%
YTD
+4.25%
1 Year
+11.41%
3 Years (annualized)
+10.81%
5 Years (annualized)
+5.33%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+4.14%
vs Peers
+0.11%

PACDX Mutual Fund Performance

PACDX performance across multiple time periods: 1-month 0.69%, YTD 4.25%, 1-year 11.41%, 3-year 10.81%, 5-year 5.33%, 10-year 6.28%.

PACDX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

PACDX performance comparison shows side-by-side returns with another fund. PACDX alternatives are available in the Mutual Fund Screener.