PASIX Mutual Fund

PASIX Mutual Fund

NAV$10.31
See how much of PASIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
-1.71%
6 Months
-0.67%
YTD
+1.87%
1 Year
+4.28%
3 Years (annualized)
+6.81%
5 Years (annualized)
+4.31%
10 Years (annualized)
+3.75%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+4.75%
vs Peers
-2.88%

PASIX Mutual Fund Performance

PASIX performance across multiple time periods: 1-month -0.39%, YTD 1.87%, 1-year 4.28%, 3-year 6.81%, 5-year 4.31%, 10-year 3.75%.

PASIX returns trail the peer average of 4.75% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

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