PASRX Mutual Fund

PASRX Mutual Fund

NAV$22.87
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Returns Overview

1 Month
-1.01%
3 Months
+2.96%
6 Months
+6.39%
YTD
+8.28%
1 Year
+18.25%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.51%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+6.57%
vs Peers
+1.71%

PASRX Mutual Fund Performance

PASRX performance across multiple time periods: 1-month -1.01%, YTD 8.28%, 1-year 18.25%, 3-year 17.12%, 5-year 9.51%, 10-year 10.47%.

PASRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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