PACIX Mutual Fund

PACIX Mutual Fund

NAV$29.41
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Returns Overview

1 Month
-5.16%
3 Months
+2.59%
6 Months
+10.40%
YTD
+16.79%
1 Year
+27.03%
3 Years (annualized)
+15.44%
5 Years (annualized)
+6.46%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACIX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+13.29%
vs Peers
+3.50%

PACIX Mutual Fund Performance

PACIX performance across multiple time periods: 1-month -5.16%, YTD 16.79%, 1-year 27.03%, 3-year 15.44%, 5-year 6.46%, 10-year 11.93%.

PACIX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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