PACGX Mutual Fund

PACGX Mutual Fund

NAV$33.23
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Returns Overview

1 Month
-0.70%
3 Months
+0.12%
6 Months
+3.00%
YTD
+5.17%
1 Year
+6.10%
3 Years (annualized)
+15.33%
5 Years (annualized)
+6.77%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACGX 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)
+5.17%
Peer Avg (YTD)
+6.70%
vs Peers
-1.53%

PACGX Mutual Fund Performance

PACGX performance across multiple time periods: 1-month -0.70%, YTD 5.17%, 1-year 6.10%, 3-year 15.33%, 5-year 6.77%, 10-year 8.89%.

PACGX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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