PAKYX Mutual Fund

NAV$11.20

Returns Overview

1 Month
-0.12%
3 Months
+4.42%
6 Months
+4.33%
YTD
+4.14%
1 Year
+10.58%
3 Years (annualized)
+9.63%
5 Years (annualized)
+3.91%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+7.64%
vs Peers
-3.50%

PAKYX Mutual Fund Performance

PAKYX performance across multiple time periods: 1-month -0.12%, YTD 4.14%, 1-year 10.58%, 3-year 9.63%, 5-year 3.91%.

PAKYX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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