PASPX Mutual Fund

PASPX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-1.42%
6 Months
+1.56%
YTD
+2.36%
1 Year
+4.96%
3 Years (annualized)
+7.21%
5 Years (annualized)
+4.74%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASPX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+2.39%
vs Peers
-0.03%

PASPX Mutual Fund Performance

PASPX performance across multiple time periods: 1-month -1.42%, YTD 2.36%, 1-year 4.96%, 3-year 7.21%, 5-year 4.74%, 10-year 4.01%.

PASPX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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