PAKYX Mutual Fund

PAKYX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+0.46%
3 Months
-0.46%
6 Months
+0.39%
YTD
+2.90%
1 Year
+4.24%
3 Years (annualized)
+10.61%
5 Years (annualized)
+3.51%

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)
+2.90%
Peer Avg (YTD)
+6.70%
vs Peers
-3.80%

PAKYX Mutual Fund Performance

PAKYX performance across multiple time periods: 1-month 0.46%, YTD 2.90%, 1-year 4.24%, 3-year 10.61%, 5-year 3.51%.

PAKYX returns trail the peer average of 6.70% 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.