PACLX Mutual Fund

PACLX Mutual Fund

NAV$38.48
See how much of PACLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.11%
3 Months
+2.47%
6 Months
+8.97%
YTD
+8.78%
1 Year
+11.83%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.11%
10 Years (annualized)
+11.08%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+6.28%
vs Peers
+2.50%

PACLX Mutual Fund Performance

PACLX performance across multiple time periods: 1-month 2.11%, YTD 8.78%, 1-year 11.83%, 3-year 12.90%, 5-year 8.11%, 10-year 11.08%.

PACLX returns outperform the peer average of 6.28% 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.