PASSX Mutual Fund

NAV$64.88

Returns Overview

1 Month
+7.54%
3 Months
+18.27%
6 Months
+20.03%
YTD
+19.05%
1 Year
+29.49%
3 Years (annualized)
+14.48%
5 Years (annualized)
+4.89%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.05%
Peer Avg (YTD)
+18.52%
vs Peers
+0.52%

PASSX Mutual Fund Performance

PASSX performance across multiple time periods: 1-month 7.54%, YTD 19.05%, 1-year 29.49%, 3-year 14.48%, 5-year 4.89%, 10-year 11.78%.

PASSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

PASSX performance comparison shows side-by-side returns with another fund. PASSX alternatives are available in the Mutual Fund Screener.