PADVX Mutual Fund

NAV$32.45

Returns Overview

1 Month
+0.56%
3 Months
+8.24%
6 Months
+4.50%
YTD
+4.26%
1 Year
+10.17%
3 Years (annualized)
+11.21%
5 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+7.64%
vs Peers
-3.38%

PADVX Mutual Fund Performance

PADVX performance across multiple time periods: 1-month 0.56%, YTD 4.26%, 1-year 10.17%, 3-year 11.21%, 5-year 5.35%.

PADVX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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