PADEX Mutual Fund

PADEX Mutual Fund

NAV$25.51
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Returns Overview

1 Month
+2.21%
3 Months
+1.68%
6 Months
+8.08%
YTD
+11.00%
1 Year
+18.41%
3 Years (annualized)
+19.88%
5 Years (annualized)
+10.61%
10 Years (annualized)
+11.56%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+7.17%
vs Peers
+3.83%

PADEX Mutual Fund Performance

PADEX performance across multiple time periods: 1-month 2.21%, YTD 11.00%, 1-year 18.41%, 3-year 19.88%, 5-year 10.61%, 10-year 11.56%.

PADEX returns outperform the peer average of 7.17% 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.