PADZX Mutual Fund

PADZX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
+0.08%
3 Months
+0.37%
6 Months
+1.52%
YTD
+3.10%
1 Year
+4.04%
3 Years (annualized)
+6.13%
5 Years (annualized)
+4.55%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADZX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+2.28%
vs Peers
+0.81%

PADZX Mutual Fund Performance

PADZX performance across multiple time periods: 1-month 0.08%, YTD 3.10%, 1-year 4.04%, 3-year 6.13%, 5-year 4.55%, 10-year 3.98%.

PADZX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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