PASTX Mutual Fund

NAV$71.53

Returns Overview

1 Month
+4.21%
3 Months
+52.65%
6 Months
+41.55%
YTD
+40.85%
1 Year
+50.67%
3 Years (annualized)
+33.98%
5 Years (annualized)
+14.68%
10 Years (annualized)
+21.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASTX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+40.85%
Peer Avg (YTD)
+16.06%
vs Peers
+24.79%

PASTX Mutual Fund Performance

PASTX performance across multiple time periods: 1-month 4.21%, YTD 40.85%, 1-year 50.67%, 3-year 33.98%, 5-year 14.68%, 10-year 21.04%.

PASTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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