PADZX Mutual Fund

PADZX Mutual Fund

NAV$9.17
See how much of PADZX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+1.14%
6 Months
+2.19%
YTD
+2.71%
1 Year
+4.79%
3 Years (annualized)
+6.46%
5 Years (annualized)
+4.46%
10 Years (annualized)
+4.10%

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
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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+0.12%
vs Peers
+2.59%

PADZX Mutual Fund Performance

PADZX performance across multiple time periods: 1-month 0.27%, YTD 2.71%, 1-year 4.79%, 3-year 6.46%, 5-year 4.46%, 10-year 4.10%.

PADZX returns outperform the peer average of 0.12% 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.