PACKX Mutual Fund

PACKX Mutual Fund

NAV$17.50
See how much of PACKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.65%
3 Months
+1.09%
6 Months
+1.97%
YTD
+1.89%
1 Year
+5.77%
3 Years (annualized)
+7.17%
5 Years (annualized)
+4.02%
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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+6.99%
vs Peers
-5.10%

PACKX Mutual Fund Performance

PACKX performance across multiple time periods: 1-month -0.65%, YTD 1.89%, 1-year 5.77%, 3-year 7.17%, 5-year 4.02%, 10-year 3.38%.

PACKX returns trail the peer average of 6.99% 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.