PNASX Mutual Fund

PNASX Mutual Fund

NAV$11.16
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Returns Overview

1 Month
+8.39%
3 Months
+8.39%
6 Months
+15.35%
YTD
+21.95%
1 Year
+32.03%
3 Years (annualized)
+0.00%
5 Years (annualized)
+8.43%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNASX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.95%
Peer Avg (YTD)
+20.35%
vs Peers
+1.60%

PNASX Mutual Fund Performance

PNASX performance across multiple time periods: 1-month 8.39%, YTD 21.95%, 1-year 32.03%, 3-year 0.00%, 5-year 8.43%, 10-year 9.78%.

PNASX returns outperform the peer average of 20.35% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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