PADZX Mutual Fund

PADZX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+0.43%
3 Months
+0.20%
6 Months
+2.22%
YTD
+3.15%
1 Year
+4.98%
3 Years (annualized)
+9.74%
5 Years (annualized)
+14.39%
10 Years (annualized)
+8.71%

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
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📉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)
+3.15%
Peer Avg (YTD)
+2.15%
vs Peers
+1.00%

PADZX Mutual Fund Performance

PADZX performance across multiple time periods: 1-month 0.43%, YTD 3.15%, 1-year 4.98%, 3-year 9.74%, 5-year 14.39%, 10-year 8.71%.

PADZX returns outperform the peer average of 2.15% 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.