PACIX Mutual Fund

NAV$29.61

Returns Overview

1 Month
+1.45%
3 Months
+19.90%
6 Months
+23.14%
YTD
+21.15%
1 Year
+37.90%
3 Years (annualized)
+18.39%
5 Years (annualized)
+7.33%
10 Years (annualized)
+13.03%

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
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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+21.15%
Peer Avg (YTD)
+18.00%
vs Peers
+3.15%

PACIX Mutual Fund Performance

PACIX performance across multiple time periods: 1-month 1.45%, YTD 21.15%, 1-year 37.90%, 3-year 18.39%, 5-year 7.33%, 10-year 13.03%.

PACIX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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