PAKYX Mutual Fund

PAKYX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-0.74%
3 Months
+0.85%
6 Months
+2.29%
YTD
+3.37%
1 Year
+9.07%
3 Years (annualized)
+8.99%
5 Years (annualized)
+3.61%

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)
+3.37%
Peer Avg (YTD)
+6.99%
vs Peers
-3.62%

PAKYX Mutual Fund Performance

PAKYX performance across multiple time periods: 1-month -0.74%, YTD 3.37%, 1-year 9.07%, 3-year 8.99%, 5-year 3.61%.

PAKYX returns trail the peer average of 6.99% 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.