PADRX Mutual Fund

PADRX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
-0.84%
3 Months
+1.30%
6 Months
+2.48%
YTD
+2.21%
1 Year
+6.52%
3 Years (annualized)
+8.47%
5 Years (annualized)
+4.75%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADRX 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)
+2.21%
Peer Avg (YTD)
+6.99%
vs Peers
-4.78%

PADRX Mutual Fund Performance

PADRX performance across multiple time periods: 1-month -0.84%, YTD 2.21%, 1-year 6.52%, 3-year 8.47%, 5-year 4.75%, 10-year 5.72%.

PADRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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