PADEX Mutual Fund

PADEX Mutual Fund

NAV$25.01
See how much of PADEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
+3.07%
6 Months
+6.65%
YTD
+8.60%
1 Year
+18.81%
3 Years (annualized)
+17.66%
5 Years (annualized)
+10.04%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+6.57%
vs Peers
+2.03%

PADEX Mutual Fund Performance

PADEX performance across multiple time periods: 1-month -0.96%, YTD 8.60%, 1-year 18.81%, 3-year 17.66%, 5-year 10.04%, 10-year 11.03%.

PADEX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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