PASAX Mutual Fund

PASAX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+1.07%
3 Months
+1.47%
6 Months
+0.08%
YTD
+10.40%
1 Year
+15.12%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASAX 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 US TIPS Index
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+6.69%
vs Peers
+3.71%

PASAX Mutual Fund Performance

PASAX performance across multiple time periods: 1-month 1.07%, YTD 10.40%, 1-year 15.12%, 3-year 10.76%, 5-year 4.72%, 10-year 6.43%.

PASAX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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