PASTX Mutual Fund

PASTX Mutual Fund

NAV$60.70
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Returns Overview

1 Month
-11.86%
3 Months
-6.36%
6 Months
-2.18%
YTD
+11.52%
1 Year
+7.03%
3 Years (annualized)
+31.25%
5 Years (annualized)
+12.73%
10 Years (annualized)
+18.39%

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
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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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+11.26%
vs Peers
+0.27%

PASTX Mutual Fund Performance

PASTX performance across multiple time periods: 1-month -11.86%, YTD 11.52%, 1-year 7.03%, 3-year 31.25%, 5-year 12.73%, 10-year 18.39%.

PASTX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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