PASIX Mutual Fund

NAV$10.46

Returns Overview

1 Month
+0.10%
3 Months
+3.94%
6 Months
+3.84%
YTD
+3.74%
1 Year
+6.84%
3 Years (annualized)
+7.45%
5 Years (annualized)
+6.27%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASIX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+3.47%
vs Peers
+0.27%

PASIX Mutual Fund Performance

PASIX performance across multiple time periods: 1-month 0.10%, YTD 3.74%, 1-year 6.84%, 3-year 7.45%, 5-year 6.27%, 10-year 5.08%.

PASIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

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