PANNX Mutual Fund

PANNX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-1.65%
3 Months
-1.31%
6 Months
-0.83%
YTD
-0.07%
1 Year
+4.10%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PANNX 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
Bloomberg GNMA Index(^BBGGNMAI)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+0.12%
vs Peers
-0.19%

PANNX Mutual Fund Performance

PANNX performance across multiple time periods: 1-month -1.65%, YTD -0.07%, 1-year 4.10%, 3-year 4.24%, 5-year 0.17%, 10-year 1.37%.

PANNX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.58%, investors should weigh costs against performance when evaluating this mutual fund.

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