PADVX Mutual Fund

PADVX Mutual Fund

NAV$32.42
See how much of PADVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
+2.15%
6 Months
+3.89%
YTD
+3.35%
1 Year
+8.40%
3 Years (annualized)
+10.38%
5 Years (annualized)
+6.15%
10 Years (annualized)
+7.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+6.99%
vs Peers
-3.64%

PADVX Mutual Fund Performance

PADVX performance across multiple time periods: 1-month -0.87%, YTD 3.35%, 1-year 8.40%, 3-year 10.38%, 5-year 6.15%, 10-year 7.18%.

PADVX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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