PADAX Mutual Fund

PADAX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+0.25%
3 Months
+1.09%
6 Months
+2.18%
YTD
+2.69%
1 Year
+4.59%
3 Years (annualized)
+6.19%
5 Years (annualized)
+4.21%
10 Years (annualized)
+3.85%

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
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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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+0.12%
vs Peers
+2.57%

PADAX Mutual Fund Performance

PADAX performance across multiple time periods: 1-month 0.25%, YTD 2.69%, 1-year 4.59%, 3-year 6.19%, 5-year 4.21%, 10-year 3.85%.

PADAX returns outperform the peer average of 0.12% 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.