PACFX Mutual Fund

PACFX Mutual Fund

NAV$34.79
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Returns Overview

1 Month
+2.12%
3 Months
+1.64%
6 Months
+7.76%
YTD
+7.43%
1 Year
+12.94%
3 Years (annualized)
+14.07%
5 Years (annualized)
+7.34%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+8.76%
vs Peers
-1.33%

PACFX Mutual Fund Performance

PACFX performance across multiple time periods: 1-month 2.12%, YTD 7.43%, 1-year 12.94%, 3-year 14.07%, 5-year 7.34%, 10-year 9.16%.

PACFX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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