PASSX Mutual Fund

PASSX Mutual Fund

NAV$63.69
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Returns Overview

1 Month
-5.88%
3 Months
+2.96%
6 Months
+7.63%
YTD
+12.05%
1 Year
+21.33%
3 Years (annualized)
+11.92%
5 Years (annualized)
+4.54%
10 Years (annualized)
+11.00%

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
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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)
+12.05%
Peer Avg (YTD)
+15.31%
vs Peers
-3.26%

PASSX Mutual Fund Performance

PASSX performance across multiple time periods: 1-month -5.88%, YTD 12.05%, 1-year 21.33%, 3-year 11.92%, 5-year 4.54%, 10-year 11.00%.

PASSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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