PASRX Mutual Fund

PASRX Mutual Fund

NAV$22.52
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Returns Overview

1 Month
-0.79%
3 Months
-0.09%
6 Months
+2.87%
YTD
+8.18%
1 Year
+10.17%
3 Years (annualized)
+19.44%
5 Years (annualized)
+8.76%
10 Years (annualized)
+10.48%

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)
+8.18%
Peer Avg (YTD)
+6.22%
vs Peers
+1.96%

PASRX Mutual Fund Performance

PASRX performance across multiple time periods: 1-month -0.79%, YTD 8.18%, 1-year 10.17%, 3-year 19.44%, 5-year 8.76%, 10-year 10.48%.

PASRX returns outperform the peer average of 6.22% 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.