PAKRX Mutual Fund

PAKRX Mutual Fund

NAV$15.99
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Returns Overview

1 Month
-0.38%
3 Months
+1.68%
6 Months
+3.83%
YTD
+5.57%
1 Year
+12.00%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.70%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAKRX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+6.99%
vs Peers
-1.42%

PAKRX Mutual Fund Performance

PAKRX performance across multiple time periods: 1-month -0.38%, YTD 5.57%, 1-year 12.00%, 3-year 9.76%, 5-year 4.70%, 10-year 7.46%.

PAKRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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