PAKYX Mutual Fund

PAKYX Mutual Fund

NAV$11.01
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Returns Overview

1 Month
+1.12%
3 Months
+0.26%
6 Months
+2.31%
YTD
+4.53%
1 Year
+8.56%
3 Years (annualized)
+9.72%
5 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAKYX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+8.76%
vs Peers
-4.23%

PAKYX Mutual Fund Performance

PAKYX performance across multiple time periods: 1-month 1.12%, YTD 4.53%, 1-year 8.56%, 3-year 9.72%, 5-year 3.68%.

PAKYX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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