PASYX Mutual Fund

PASYX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
+0.80%
3 Months
+1.16%
6 Months
+2.52%
YTD
+7.16%
1 Year
+9.62%
3 Years (annualized)
+4.97%
5 Years (annualized)
+5.06%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASYX 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
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📉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
MSCI World Index (Net)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+22.75%
vs Peers
-15.59%

PASYX Mutual Fund Performance

PASYX performance across multiple time periods: 1-month 0.80%, YTD 7.16%, 1-year 9.62%, 3-year 4.97%, 5-year 5.06%, 10-year 2.95%.

PASYX returns trail the peer average of 22.75% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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