PASTX Mutual Fund

PASTX Mutual Fund

NAV$72.68
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Returns Overview

1 Month
+1.70%
3 Months
-10.39%
6 Months
+18.45%
YTD
+21.12%
1 Year
+36.82%
3 Years (annualized)
+30.80%
5 Years (annualized)
+14.17%
10 Years (annualized)
+19.59%

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)
+21.12%
Peer Avg (YTD)
+14.35%
vs Peers
+6.77%

PASTX Mutual Fund Performance

PASTX performance across multiple time periods: 1-month 1.70%, YTD 21.12%, 1-year 36.82%, 3-year 30.80%, 5-year 14.17%, 10-year 19.59%.

PASTX returns outperform the peer average of 14.35% 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.