PASCX Mutual Fund

PASCX Mutual Fund

NAV$12.26
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Returns Overview

1 Month
+0.67%
3 Months
+1.34%
6 Months
+5.43%
YTD
+8.49%
1 Year
+16.44%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.86%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASCX 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)
+8.49%
Peer Avg (YTD)
+5.79%
vs Peers
+2.69%

PASCX Mutual Fund Performance

PASCX performance across multiple time periods: 1-month 0.67%, YTD 8.49%, 1-year 16.44%, 3-year 8.78%, 5-year 3.86%, 10-year 5.55%.

PASCX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.90%, investors should weigh costs against performance when evaluating this mutual fund.

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