PACLX Mutual Fund

PACLX Mutual Fund

NAV$38.28
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Returns Overview

1 Month
-1.15%
3 Months
+1.59%
6 Months
+11.14%
YTD
+7.53%
1 Year
+9.24%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+4.97%
vs Peers
+2.56%

PACLX Mutual Fund Performance

PACLX performance across multiple time periods: 1-month -1.15%, YTD 7.53%, 1-year 9.24%, 3-year 13.59%, 5-year 8.36%, 10-year 10.91%.

PACLX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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