PACPX Mutual Fund

PACPX Mutual Fund

NAV$17.53
See how much of PACPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.64%
3 Months
+1.15%
6 Months
+2.09%
YTD
+2.03%
1 Year
+6.03%
3 Years (annualized)
+7.45%
5 Years (annualized)
+4.30%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+6.99%
vs Peers
-4.96%

PACPX Mutual Fund Performance

PACPX performance across multiple time periods: 1-month -0.64%, YTD 2.03%, 1-year 6.03%, 3-year 7.45%, 5-year 4.30%, 10-year 3.64%.

PACPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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