PADAX Mutual Fund

PADAX Mutual Fund

NAV$9.06
See how much of PADAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+0.25%
6 Months
+2.11%
YTD
+3.12%
1 Year
+4.76%
3 Years (annualized)
+9.52%
5 Years (annualized)
+14.10%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+2.15%
vs Peers
+0.96%

PADAX Mutual Fund Performance

PADAX performance across multiple time periods: 1-month 0.41%, YTD 3.12%, 1-year 4.76%, 3-year 9.52%, 5-year 14.10%, 10-year 8.43%.

PADAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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