PADUX Mutual Fund

NAV$32.37

Returns Overview

1 Month
+0.53%
3 Months
+8.18%
6 Months
+4.30%
YTD
+4.07%
1 Year
+9.74%
3 Years (annualized)
+10.77%
5 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+7.64%
vs Peers
-3.57%

PADUX Mutual Fund Performance

PADUX performance across multiple time periods: 1-month 0.53%, YTD 4.07%, 1-year 9.74%, 3-year 10.77%, 5-year 5.91%.

PADUX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

PADUX performance comparison shows side-by-side returns with another fund. PADUX alternatives are available in the Mutual Fund Screener.