PACOX Mutual Fund

PACOX Mutual Fund

NAV$75.48
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Returns Overview

1 Month
-0.98%
3 Months
+3.48%
6 Months
+7.97%
YTD
+9.45%
1 Year
+18.24%
3 Years (annualized)
+19.05%
5 Years (annualized)
+12.76%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACOX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+9.41%
vs Peers
+0.04%

PACOX Mutual Fund Performance

PACOX performance across multiple time periods: 1-month -0.98%, YTD 9.45%, 1-year 18.24%, 3-year 19.05%, 5-year 12.76%, 10-year 15.07%.

PACOX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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