PACLX Mutual Fund

PACLX Mutual Fund

NAV$37.73
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Returns Overview

1 Month
+0.65%
3 Months
+3.46%
6 Months
+6.11%
YTD
+6.53%
1 Year
+9.96%
3 Years (annualized)
+11.95%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.86%

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)
+6.53%
Peer Avg (YTD)
+5.54%
vs Peers
+0.99%

PACLX Mutual Fund Performance

PACLX performance across multiple time periods: 1-month 0.65%, YTD 6.53%, 1-year 9.96%, 3-year 11.95%, 5-year 8.05%, 10-year 10.86%.

PACLX returns outperform the peer average of 5.54% 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.