PASRX Mutual Fund

PASRX Mutual Fund

NAV$22.83
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Returns Overview

1 Month
+2.17%
3 Months
+1.58%
6 Months
+7.79%
YTD
+10.62%
1 Year
+17.87%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.21%
10 Years (annualized)
+10.58%

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)
+10.62%
Peer Avg (YTD)
+7.17%
vs Peers
+3.45%

PASRX Mutual Fund Performance

PASRX performance across multiple time periods: 1-month 2.17%, YTD 10.62%, 1-year 17.87%, 3-year 18.14%, 5-year 9.21%, 10-year 10.58%.

PASRX returns outperform the peer average of 7.17% 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.