PACIX Mutual Fund

PACIX Mutual Fund

NAV$26.19
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Returns Overview

1 Month
-5.64%
3 Months
-6.90%
6 Months
-4.49%
YTD
+6.97%
1 Year
+6.64%
3 Years (annualized)
+17.09%
5 Years (annualized)
+4.45%
10 Years (annualized)
+11.04%

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)
+6.97%
Peer Avg (YTD)
+5.45%
vs Peers
+1.52%

PACIX Mutual Fund Performance

PACIX performance across multiple time periods: 1-month -5.64%, YTD 6.97%, 1-year 6.64%, 3-year 17.09%, 5-year 4.45%, 10-year 11.04%.

PACIX returns outperform the peer average of 5.45% 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.