PACRX Mutual Fund

PACRX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-1.34%
3 Months
+0.75%
6 Months
+1.82%
YTD
+2.61%
1 Year
+8.11%
3 Years (annualized)
+9.13%
5 Years (annualized)
+3.28%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+3.39%
vs Peers
-0.78%

PACRX Mutual Fund Performance

PACRX performance across multiple time periods: 1-month -1.34%, YTD 2.61%, 1-year 8.11%, 3-year 9.13%, 5-year 3.28%, 10-year 4.62%.

PACRX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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