PACRX Mutual Fund

PACRX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
+1.15%
3 Months
-0.04%
6 Months
+0.70%
YTD
+2.57%
1 Year
+3.67%
3 Years (annualized)
+11.02%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.70%

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)
+2.57%
Peer Avg (YTD)
+2.95%
vs Peers
-0.39%

PACRX Mutual Fund Performance

PACRX performance across multiple time periods: 1-month 1.15%, YTD 2.57%, 1-year 3.67%, 3-year 11.02%, 5-year 3.27%, 10-year 4.70%.

PACRX returns trail the peer average of 2.95% 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.