PACKX Mutual Fund

PACKX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
+1.13%
3 Months
+0.53%
6 Months
+2.76%
YTD
+3.04%
1 Year
+5.95%
3 Years (annualized)
+7.77%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACKX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+8.76%
vs Peers
-5.72%

PACKX Mutual Fund Performance

PACKX performance across multiple time periods: 1-month 1.13%, YTD 3.04%, 1-year 5.95%, 3-year 7.77%, 5-year 2.76%, 10-year 3.38%.

PACKX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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