PACOX Mutual Fund

PACOX Mutual Fund

NAV$75.63
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Returns Overview

1 Month
+2.58%
3 Months
+0.99%
6 Months
+11.43%
YTD
+12.27%
1 Year
+19.28%
3 Years (annualized)
+20.61%
5 Years (annualized)
+12.69%
10 Years (annualized)
+15.39%

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
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📉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)
+12.27%
Peer Avg (YTD)
+11.21%
vs Peers
+1.06%

PACOX Mutual Fund Performance

PACOX performance across multiple time periods: 1-month 2.58%, YTD 12.27%, 1-year 19.28%, 3-year 20.61%, 5-year 12.69%, 10-year 15.39%.

PACOX returns outperform the peer average of 11.21% 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.